Defaqto
HQ Address
Unit 12, Haddenham Business Park, Haddenham, HP17 8LJ, United Kingdom
Website Address
Business introduction
Defaqto is a financial information business, helping financial institutions and consumers make better informed decisions
Our independent fund and product information helps banks, insurers and fund managers with designing and promoting their propositions. We analyse more than 30,000 financial products in the UK. These products change on a daily basis, and our customers need help with keeping track of this.
We have been doing this for over 20 years, and we have 60 analysts spending 400 hours a day monitoring the market. They ensure that the information we provide is accurate and up to date. Our experts have done all the hard work so that financial institutions and consumers can make better informed decisions.
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......
