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Defaqto

About Us

Defaqto is a financial information business, helping financial institutions, financial advisers and consumers make better informed decisions.

HELPING YOU DELIVER SUITABLE FINANCIAL ADVICE

Defaqto supports your advice with Engage Core, our end-to-end financial planning software. Our expert ratings help you make better informed recommendations and we also inform you of the latest industry trends with our events, publications and market insights.

WANT TO SEE HOW ENGAGE CORE COULD HELP YOU DELIVER CLIENT-CENTRIC ADVICE?

Get in touch and we will set up a convenient time to walk you through all the exciting new functionality in Engage Core, tailored to your business.

You can either call us 0808 1000 804, email sales@defaqto.com or visit our website to arrange a demonstration.

View our website

Tools and Resources

Insights

Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.

Insights

Publications

In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.

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Latest News

Defaqto: How to navigate absolute return funds
Dec 14, 2018
Jason Baran explains what an absolute return fund is, and why the sector has been criticised by the regulator. more...

Defaqto: How much risk are your clients really ready to take?
Dec 14, 2018
It doesn’t matter whether you see your clients for the first time or as a part of their annual review, understanding the risk they are willing to take and accept is crucial for providing suitable advice. more...

Defaqto: KIIDs and fund documents included in Engage Core
Dec 6, 2018
Defaqto has added Key Investor Information Documents (KIIDs) and fund factsheets to Engage Core, our award-winning end-to-end financial planning software, to further the offering we provide. more...

Defaqto: Protection service review 2018
Nov 26, 2018
With many providers offering similar products, service is now often one of the key differentiators for advisers when researching and selecting a product. As part of Defaqto’s service satisfaction survey, advisers ranked ‘underwriting services and ‘new business processing’ the most important aspect of service. more...

Defaqto: The evolution of DFM due diligence
Nov 26, 2018
Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary fund management proposition. more...

All News...

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Want to connect with us?

Panacea Adviser is a unique and free resource that supports advisers, mortgage brokers and paraplanners in running their businesses more efficiently, facilitates contact with financial services product providers, investment firms and support services, plus helps improve their service to clients. Read More about us >

"Derek, as CEO of Panacea has been a voice of reason, clearly articulating industry concerns that might otherwise have gone without notice or representation."

Simon Mansell, Temple Bar IFA.
"Panacea understands the advisory profession. Their community has grown because advisers and paraplanners see the benefits it adds and believe that their voice is being heard."

Aegon.
"How many struggling IFAs would have quietly accepted defeat if it hadn’t been for the redoubtable Derek Bradley and his faithful crew. "

IFA Magazine.
"We have long-been impressed with the scope of Panacea Adviser and believe they are an ideal platform to offer advisers our market insight and direct access to both our funds and fund managers' views."

Aberdeen Asset Management.
"I have seen the site grow impressively, adding more and more functions and becoming a destination point for the IFA community"

Money Marketing.