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.
|Individual Product Research Areas||Option 1 (Single user)||Option 2 (Single user)|
|Life & PRotection|
|Funds (powered by Morning Star)|
|Risk Bound Fund Families|
|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|
|Product & Fund Template Manager|
|KIIDs and Fund Factsheets|
|Free System Training & Support|
|Total Monthly Subscription Cost||£50.00 + VAT||£80.00 + VAT|
If you have any question please, contact us: Charlie.firstname.lastname@example.org or John.email@example.com
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