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Keeping audit trails

Defaqto Quotes IFAC strongly recommend this for IFAs as a stable way of keeping audit trails, Defaqto helps advisers deliver compliant, professional and efficient advice through comprehensive research, panel support and unbiased insight.

Defaqto is renowned for the unique breadth and depth of independent product, fund and platform data - all integrated in one place. Access over 2,700 life, pension and investment products across more than 100 product types; over 60,000 share classes across more than 15,000 funds; and more than 40 platforms across 30 providers.

Our Defaqto Integration you will allow you to perform a simple filtering process to ensure the products you recommend match all of your clients needs. Once the flow has been completed and you have reccommeded one or more products an informative report will automatically compliled.

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Option 1
£ 50 .00 + VAT
Per user per month
Option 2
£ 80 .00 + VAT
Per user per month

BAT Users Tariff

Individual Product Research Areas Option 1 (Single user) Option 2 (Single user)
International Investments
Life & PRotection
Funds (powered by Morning Star)
Risk Bound Fund Families
Research functionality
Client Research Reporting
Research Data Grid
Risk Profiling Functionality (powered by Moody's)
Risk Rated Multi-Asset Funds
Optimised Target Asset Allocations
Risk Rated DFM MPS
Existing Holdings (portfolio review / risk assessment)
Additional System Functionality & Support
Income Profiler
Product & Fund Template Manager
KIIDs and Fund Factsheets
Model Portfolios
Free System Training & Support
Subscription Pricing
Total Monthly Subscription Cost £50.00 + VAT £80.00 + VAT

If you have any question please, contact us: Charlie.palmer@ifac.eu or John.downs@ifac.eu

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