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.
Tools and Resources
Insights
Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.
Publications
In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.
Forthcoming Events
| 2 May 2019 | May 2019 Retirement Income Roadshow Stirling |
| 14 May 2019 | May 2019 Retirement Income Roadshow Bristol |
| 15 May 2019 | May 2019 Retirement Income Roadshow Knutsford |
| 16 May 2019 | May 2019 Retirement Income Roadshow Birmingham |
| 17 May 2019 | May 2019 Retirement Income Roadshow Tankersley |
Latest News
Defaqto: Analyse Critical Illness Cover policies side by side
Apr 17, 2019
With a number of factors to consider, Critical Illness Cover (CIC) policies are complex and analysing them is time-consuming. Defaqto’s new critical illness cover comparison tool, CIC Compare, provides an easy-to-use way for advisers to compare new and historic critical illness policies in under five minutes, on a whole of market basis, including white labels and direct products. more...
Defaqto: Suitability reports
Apr 3, 2019
Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core. more...
Defaqto: Investment bond service review 2019
Apr 1, 2019
Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. more...
Defaqto: Let’s talk PROD, sustainable investing and diversifying sources of income in retirement
Mar 25, 2019
Join Defaqto’s Retirement income roadshow in May in Airth Castle Stirling, Tracy Park Bristol, Mere Court Knutsford, Marriott Arden Solihull, or Tankersley Manor Barnsley. Each event is accredited by the CII for up to 2 hours and 40 minutes of structured continuing professional development. more...
Defaqto: DFM satisfaction study 2019
Mar 18, 2019
This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the emphasis that advisers have put on the importance of each category of satisfaction is similar to last year more...
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