Solution introduction

It’s a complex market out there and advisers are spending a lot of their time trying to find solutions that best match their clients’ needs

The good news is that you don’t need to do all the hard work yourself

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 research software for advisers – Engage – enabling you to integrate them into your research process.

Star Ratings
See instantly where a product or proposition sits in the market, based on the quality and comprehensiveness of the features and benefits it offers.

Diamond Ratings
To help advisers identify where funds and fund families sit in the market, Defaqto Diamond Ratings provide an independent rating based on fund performance, plus shape where applicable, and a range of other key fund attributes - including cost, scale, access and manager longevity.

Service Ratings
How satisfied are your peers with the service they receive from their providers? Service Ratings assist advisers in choosing a provider partner that can live up to their expectations, based on advisers’ experience of working with the various providers.

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