Defaqto
HQ Address
Unit 12, Haddenham Business Park, Haddenham, HP17 8LJ, United Kingdom
Website Address
Business introduction
Make smarter financial decisions
We bring data, technology and consumers together to help everyone make more informed choices now, and in the future
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.
We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology.
By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.
Defaqto Solutions
Defaqto Engage
Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you. Accumulation, decumulation and research workflows Engage has a variety of workflows, with each one......
business needs
view solutionDefaqto Events
We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice. Our conferences, roadshows and webinars provide independent analysis, commentary and insight covering a......
business needs
view solutionDefaqto Ratings
Defaqto’s large team of in-house analysts has researched the whole market for each product category in great detail and produced Defaqto Ratings to help you understand and segment the market, and give you (and your clients) assurance about the product that you have chosen. Defaqto Ratings are also available within our......
business needs
view solutionPanel consultancy
Using panels to restrict recommendations to a pre-approved list of providers is an easy way to ensure efficient, consistent and compliant advice. But when you are starting from the whole of the market, how do you ensure that the providers on your panels offer the best products and propositions in......
