23 Oct 2018
Panacea Adviser has today announced Defaqto as the latest parter to join its growing roster.
Defaqto is an independent financial information business, helping financial advisers make better informed decisions. It supports delivery of financial advice with Engage Core, their end-to-end financial planning tool.
Through a range of workflows, Engage Core helps advisers manage their financial planning process all in one place - from risk profiling through to product, platform and fund research and recommendation, generating an automatic audit trail in the process to help satisfy regulatory requirements.
As Panacea’s latest partner, Defaqto will provide quality guides, thought-leadership and insights, to help advisers make better-informed recommendations.
Derek Bradley, CEO of Panacea Adviser, said: “At Panacea Adviser, we’re focused on giving advisers access to the best materials and content to support their businesses. Partnering with Defaqto ensures that we continue to offer advisers as broad a view of the market as possible and we are delighted to welcome them as our latest partner.”
Roger Perry, Head of Intermediary Sales of Defaqto, said: “At Defaqto, we are helping financial advisers and consumers make better informed decisions by providing both current market insights and CPD opportunities as well as our end-to-end financial planning tool, Engage Core. We see our partnership with Panacea Adviser as an excellent opportunity to support the financial adviser and paraplanner community in delivering impartial financial advice.”