Defaqto for intermediaries

As an IFA or broker you need to show that you have researched the market and made an appropriate recommendation. Defaqto's research tools allow you to do this by supporting your advisory process every step of the way. They help you to narrow down the whole market place by applying specified criteria to eliminate contracts that do not match specific client requirements or your recommendations.

Our flagship product for intermediaries is Aequos Engage, covering the life, pensions and investments markets; while Aequos Online holds the best of breed product information for the general insurance market.

We also publish a number of market and industry reports, including Group PMI - an investment not an expense, and a quarterly overview of multi-manager funds.

Use the image map below to explore our services further.