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Helping you deliver financial advice – Defaqto

Defaqto helps you manage your financial planning process with Engage Core, our end-to-end financial planning software solution. Our expert ratings aid better informed recommendations and we also help you keep abreast of the latest industry trends.

Engage Core | Helping you deliver compliant … – Defaqto

Defaqto has created an end-to-end financial planning solution that adapts to your advice process and allows you to run a profitable and efficient business. 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 Core – our end-to-end …

Defaqto Matrix

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Defaqto Analyser for Compare – Login

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Defaqto – FPE Capital

Defaqto is an independent financial research and software company specialising in rating, comparing and analysing financial products and funds. It is the leading provider of product data in the UK, with a database covering more than 35,000 products across banking, life, pensions, investments and general insurance.

Dashboard – Defaqto Wiki – Site Home – Global Site

Welcome to the Defaqto Wiki. The Defaqto Wiki is an online resource where the Defaqto team can share knowledge, store product information, collaborate on project work, document work processes and delivery strategy.

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Travel Insurance | Defaqto

Defaqto have been producing Star Ratings since 2000, and has rated over 14,000 products, including 10,000 motor, home, and travel insurance policies. Why is Defaqto important? Knowing that you’re investing in a product or policy that’s been rated highly by a company in great standing such as Defaqto goes a long way.

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