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.
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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.
Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.
In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.
|16 October 2019||October Roadshow program: Drawdown, slowbalisation and sustainable investing- Birmingham|
|17 October 2019||October Roadshow program: Drawdown, slowbalisation and sustainable investing- Barnsley|
Defaqto: Level Term Critical Illness market overview
Oct 10, 2019
As a part of our annual review of our Critical Illness Level Term Star Rating, we look at the market developments in the past 12 months. more...
Defaqto: MiFID II portfolio cost analysis added to Defaqto Engage
Oct 10, 2019
To further help you meet regulatory requirements, we have extended the capability of Engage, our end-to-end financial planning software, with the addition of in-depth MiFID II portfolio cost analysis functionality. more...
Defaqto: Decreasing term critical illness added in latest update to CIC Compare
Oct 10, 2019
CIC Compare, our tool allowing advisers to easily compare new and historical critical illness policies in under five minutes, has been updated to include decreasing term critical illness. more...
Defaqto: Regulation: No guesswork, no crystal balls
Sep 27, 2019
It may well feel like there is a never-ending stream of rules telling you how to approach client portfolios, but the underlying principles have never really changed. more...
Fund Reviews launch in Defaqto Engage
Sep 17, 2019
Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID. more...