Product information
New Defaqto Engage provides integrated fund, platform and product research all in one place:
• Saving you time by streamlining your research process and standardising workflow and outputs
• Helping reduce your compliance risk and cost by providing a clear and robust audit trail that helps you meet FSA requirements
• Helping you evidence research and demonstrate value to clients by providing access to our unique breadth and depth of data, advanced functionality to support your advice process, and client-friendly documentation.
Whether you are independent or restricted, Defaqto Engage provides all the research data you require:
• Access to comprehensive and unbiased life, pensions and investments data
• Integrated three-way research across products, platforms and funds
• Easily filter our market-leading data to a shortlist and recommendation
• Clear and professional output for clients
• Creation, management and distribution of panels
• Our unique quality scoring of each product and platform feature enables you to graph, compare and undertake detailed feature-based analysis
CV
Defaqto is an independent financial research company, providing unbiased, market-leading solutions to support advisers’ delivery of professional, efficient and compliant advice:
• Research software, based on Defaqto’s market-leading product, platform and fund data
• Independent consultancy support for product, fund and partner due diligence, and panel management
• Paraplanning services, including adviser model toolkits
• CPD accredited, unbiased publications
David Cartwright is head of insight at Defaqto
To find out more about Defaqto Engage or to request a free trial please visit www.defaqto.com/adviser/engage.
