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May 24, 22 (Updated: Oct 28, 22)

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1. Defaqto.com
Populist 1 year ago

Defaqto Engage | End To End Financial Planning Software

https://www.defaqto.com/advisers/Engage/

Defaqto Engage Financial Planning Software for better client outcomes with one process from risk profiling to suitability letter writing. Book a demo today.

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Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-03-26 16:24:44 200 0 Page Active
2024-03-23 03:50:40 200 0 Page Active
2024-03-17 17:53:28 200 0 Page Active
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2. Amartakarya.co.id
Teacher Bangalore, India 1 year ago

Defaqto Engage | Amarta Karya

https://amartakarya.co.id/news-defaqto-engage

Whether your clients are investing for growth or to generate an income, Defaqto Engage can help you capture your clients' risk profile; conduct investment ...

4
1
3. Adviserhome.co.uk
Critic 1 year ago

Defaqto Engage Core - Adviser Home

https://www.adviserhome.co.uk/resources/proposition/defaqto-engage-cor...

Defaqto Engage Core. Financial planning is fragmented, there are numerous tools, systems and methodologies which leads to inconsistencies and can increase costs ...

6
0
4. Paradigm.co.uk
Scholar Karachi, Pakistan 1 year ago

Defaqto Engage - Paradigm

https://www.paradigm.co.uk/compliance/strategic-partners/Defaqto%20Eng...

End-to-end financial planning software Defaqto Engage combines risk profiling with whole of market integrated investment, product and platform research that ...

5
0
5. Wearefintel.com
Populist 1 year ago

Defaqto launches market-leading Income Drawdown tool

https://www.wearefintel.com/newsroom/defaqto-launches-market-leading-i...

Defaqto's unique Income Drawdown workflow, which is free to existing Engage users, allows advisers to assess the impact that drawing a regular income has on ...

2
0
6. Nextwealthdirectory.co.uk
Disciplined Elkhorn, Omaha, NE, USA 1 year ago

Defaqto Engage - NextWealth Directory

https://nextwealthdirectory.co.uk/companies/defaqto-engage/

End-to-end financial planning software Defaqto Engage combines risk profiling with whole of market integrated investment, product and platform research that ...

5
1
7. Advisersoftware.com
Disciplined 1 year ago

FTRC Authentication Service - Adviser Software

https://www.advisersoftware.com/portfolio-rebalancing-supplier-softwar...

Protection Guru / FTRC Login. If you have aleady registered with any of the following sites, you can use the same credentials below: Adviser Software.

2
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8. Iress.com
Teacher KrakΓ³w, Polska 1 year ago

Defaqto - Engage - Iress Community

https://community.iress.com/t5/Xplan-Integrations/Defaqto-Engage/ta-p/...

Please sign in or register to access software information via the Iress Community. Browse. IRESS Community.

3
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9. Brighttalk.com
Disciplined Marvejols, France 1 year ago

Defaqto Engage Core and Intelligent Office integration

https://www.brighttalk.com/webcast/17405/346321/defaqto-engage-core-an...

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core ...

8
0
10. Virtual-sales.com
Announcer United Kingdom 1 year ago

Case Studies: Telemarketing with Defaqto | VSL - Virtual Sales

https://www.virtual-sales.com/portfolio-items/defaqto-telemarketing-ca...

VSL supported Defaqto in creating awareness for the new functionality of their Defaqto Engage software tool and in generating client registrations for ...

6
0
11. Professionaladviser.com
Explainer Thessaloniki, Greece 1 year ago

Defaqto - Professional Adviser

https://www.professionaladviser.com/tag/defaqto

Defaqto publishes pension freedoms and risk guide. In conjunction with Canada Life. clock 06 January 2020 β€’. Defaqto Engage bolsters capability with MiFID ...

0
1
12. Moneymarketing.co.uk
Outspoken Antwerp, Belgium / Barcelona, Spain 1 year ago

Fintel and Tatton forge distribution partnership - Money ...

https://www.moneymarketing.co.uk/news/fintel-and-tatton-forge-distribu...

In return Tatton has chosen to license the financial planning solution Defaqto Engage and use Fintel's new distribution as a service (DaaS) ...

6
0
13. Actuarialpost.co.uk
Populist 1 year ago

Defaqto launches new RDR-ready research software

http://www.actuarialpost.co.uk/news/defaqto-launches-new-rdr-ready-res...

New Defaqto Engage provides integrated RDR product, platform and fund research all in one place.

5
0
14. Owler.com
Disciplined Israel 1 year ago

Owler Reports - Defaqto posted a video "Defaqto Engage Core

https://www.owler.com/reports/defaqto/defaqto-posted-a-video-%22defaqt...

Defaqto posted a video "Defaqto Engage Core: End-to-end financial planning software tool for financial advisers" on YOUTUBE.

1
0
15. Financialplanningtoday.co.uk
Editor Valencia, Spain 1 year ago

Defaqto adds client ESG preference tool to Engage - Financial ...

https://www.financialplanningtoday.co.uk/news/item/13817-defaqto-adds-...

Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed ...

4
0

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Frequently Asked Questions

What is Defaqto insurance rating?

We rate them on a scale of 1 to 5 based on the quality and comprehensiveness of the features and benefits they provide. A 1 Star Rating indicates a basic product, with a low level of features and benefits, while a 5 Star product provides one of the highest quality offerings in the market.

Are Defaqto Ratings reliable?

Whilst Defaqto's ratings may be impartial, that doesn't mean their always correct. This has become particularly apparent as the company has expanded from insurance to products such as credit cards, where its methodology has lead to some surprising conclusions.

What is defacto insurance?

What is Defaqto? Defaqto is an independent service that compares financial products. Defaqto analysts study the financial market for services and products, before giving them a star rating based on the features and benefits they offer, with 5 stars being the top rating.

Is Defaqto a 5 Star policy expert?

Defaqto: 3/5 stars
Policy Expert car insurance is rated as three stars by Defaqto, an independent financial research company. Note: Not all Defaqto products with the same star ratings have the same covers and terms.

Recent Tweets By defaqto

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@Defaqto Well done to all our Santa runners and walkers yesterday. #staffevents #teambuilding #santarun https://t.co/mrnZAwJcj2
2022-12-07 04:25:11
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@Defaqto Well done to everyone who took part in the Defaqto Games. The events were Plank Challenge, Baking Competition, Egg & Spoon Relay, 5k Run, Office Scavenger Hunt, Mario Kart & Connect 4 Challenge. πŸ₯šπŸ₯„πŸƒβ€β™€οΈ πŸ₯‡πŸ₯ˆπŸ₯‰πŸ† #DefaqtoGames #TeamEvents https://t.co/lI7tzBprne
2022-11-07 00:00:00
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@Defaqto ICYMI: Consumer Banking expert Katie Brain talks to @thisismoney about equity release. 🏑 https://t.co/yrK8SPvPuP #equityrelease #consumerfinance https://t.co/MIQx7uehTe
2022-11-03 00:00:00
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@Defaqto We're proud that our parent company, @wearefintel has been accredited as an outstanding company to work for by @bestcompanies https://t.co/hbw12AgWRz
2022-10-26 00:00:00
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@Defaqto We're competing in The Fintel Charity Cup in Manchester today. It's πŸŒ§οΈβ˜” but that won't put a dampener on this team. πŸ†βš½ @wearefintel @Fidelity_UK @Caspian__ins @simplybizserves https://t.co/kaJc7nRbdD
2022-10-20 00:00:00
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@Defaqto We are deeply saddened by the death of Queen Elizabeth II. Our thoughts are with the Royal Family and all those affected at this time, and we offer our deepest condolences. Rest in Peace, Your Majesty. https://t.co/C5oUMuxJo1
2022-09-09 00:00:00
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@Defaqto Brian Brown, Head of Insight - Banking and General Insurance, currently providing a General Insurance overview. https://t.co/gl5o3J7g9i #defaqtoratings #generalinsurance #consumerfinance https://t.co/5fPqZCvCSk
2022-09-08 00:00:00
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@Defaqto Consumer banking expert at Defaqto Katie Brain talks to The Guardian about the incentives banks are offering to lure new customers. Time to switch your current account? Banks up rewards to lure new customers https://t.co/MiI9Fe7zjY #currentaccount #banking #rewards https://t.co/1TlZ97sKjE
2022-08-23 00:00:00
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@Defaqto Consumer Banking expert Katie Brain speaks to @YourMoneyUK about credit card cash advance fees and how they have risen on several mainstream cards over the past five years. https://t.co/DUHFH5YJMc #consumerfinance #creditcards https://t.co/erzE1mhePZ
2022-08-09 00:00:00
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@Defaqto Great lunch time get together last week ahead of the Fintel Summer Update. πŸ•πŸ₯€πŸ˜Ž #Defaqto #Fintel #StaffEvent https://t.co/PczWO6GEGC
2022-08-01 00:00:00
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@Defaqto Households hit by heatwave fires must turn to #insurance firms to rebuild homes and lives, our expert, Brian Brown spoke to @theipaper about the importance of making sure you're adequately insured. https://t.co/htQARP7YFb
2022-07-22 00:00:00
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@Defaqto Consumer banking expert Katie Brain talks to the Express about Inheritance tax and equity release. πŸ πŸ’· https://t.co/ZKMvzbVJmc #InheritanceTax #Equity https://t.co/mKXM5D76sD
2022-07-13 00:00:00
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@Defaqto Anna-Marie Duthie of Defaqto talks about the most common money traps holidaymakers fall into and how to avoid them. ⛱️ ✈️ 🧳 https://t.co/25RoQRxGba #Travel #HolidayMakers https://t.co/L11VHvHSCo
2022-07-08 00:00:00
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@Defaqto Avoid getting ruff deal on your pet insurance https://t.co/d9PGRpoFDi 🐢 #PetInsurance https://t.co/XZYNDeYy8y
2022-07-04 00:00:00
Lamp
@Defaqto The number of #fixedrate mortgages on the market have decreased over the last 2 months. Financial journalist Martin Lewis has issued a warning to anyone looking to buy a house to "act now". https://t.co/x2m0ovo9Kf #Mortgages #InterestRates #HomeOwners https://t.co/F60z8ykkzB
2022-06-27 00:00:00
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@Defaqto Is your bike covered by your home contents insurance? 🚲 https://t.co/2TkSDSJYi2 #HomeInsurance #ContentsInsurance https://t.co/PC6U0kmN1w
2022-06-24 00:00:00
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@Defaqto Over 2 years after the start of the pandemic nearly all insurers now offer cover for Covid-related risks. ✈️🧳πŸ›₯️ Read more here: https://t.co/IzYkR7zlR9 #Insurance #TravelInsurance #CovidCover https://t.co/srZTcOTQMp
2022-06-15 00:00:00
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@Defaqto ICYMI: Consumer banking expert Katie Brain talks to @MailOnline about some of the cheap mortgage rates being offered by lesser-known sources. https://t.co/9mithlrYaR #MortgageRates #mortgages #ConsumerFinance https://t.co/KfsQmdZbFw
2022-06-09 00:00:00
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@Defaqto ICYMI: Consumer banking expert Katie Brain talks to @YourMoneyUK about long balance transfer deals on credit cards. https://t.co/zfT8WMWa5K #CreditCard #BalanceTransfer https://t.co/hySKMWN1xf
2022-06-01 00:00:00
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@Defaqto Welcome to Defaqto. We kicked off our company induction program for our latest round of new starters using a hybrid approach. πŸ‘©πŸ‘¨πŸ’» #NewStarters #Induction https://t.co/9C9RuLC0I0
2022-05-31 00:00:00
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@Defaqto Yesterday we held The Great Defaqto Bake Off to celebrate The Queen's Platinum Jubilee. 🍰πŸ₯§πŸͺ Congratulations to all the winners. #PlatinumJubilee #BakeOff https://t.co/jL4IcTljvy
2022-05-27 00:00:00
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@Defaqto One of the key benefits of consulting a professional adviser is that they don’t only compare price, rather it’s the #quality & #suitability of a product that’s a priority Read more on why seeking #financialadvice is important #NatConvWeek #NoSillyQuestions https://t.co/HFJ3nizKMr https://t.co/sXJyBq1SGw
2022-05-26 08:45:02
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@Defaqto Financial products are all the same, right? Take a look at our blog for #NatConvWeek to find out why this may not be the case https://t.co/mI40Avbn9U @NatConvWeek #NoSillyQuestions #DefaqtoStarRatings https://t.co/mlksVdh90J
2022-05-24 07:50:02
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@Defaqto It’s National Conversation Week! Look out for content from us this week as we discuss why there’s no such thing as a silly question, especially when it comes to #FinancialAdvice @NatConvWeek #NatConvWeek #NoSillyQuestions https://t.co/ZwE01bGv16
2022-05-23 10:01:07
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@Defaqto Mike Powell car insurance expert at Defaqto talks to @TheSun about "black box" car insurance. See the full list of the insurance which offer telematics policies with a theft tracking device option. πŸš— https://t.co/8EdedPoohu #CarInsurance #BlackBoxInsurance https://t.co/sp2G0UCUTZ
2022-05-19 10:01:14
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@Defaqto Anna-Marie Duthie, Insight Consultant at Defaqto talks to @YourMoneyUK about the importance of checking your home insurance policy given the surge in the cost of building materials over recent months. πŸ πŸ”¨πŸ‘· https://t.co/IywOpWB5yW #HomeInsurance #BuildingsInsurance https://t.co/TO9ClTqCrJ
2022-05-18 12:20:02
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@Defaqto Last week saw colleagues across Defaqto come together for a Big Breakfast as part of Mental Health Awareness Week. πŸ₯πŸ₯“β˜• Raising awareness of the impact of loneliness is a major step towards a mentally healthy society. πŸ™‚ #mentalhealth #mentalhealthawarenessweek #positivity2022 https://t.co/EJ8aCSL6sB
2022-05-16 10:25:03
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@Defaqto ICYMI: Read here about some of the best travel insurance policies for those with pre-existing conditions. https://t.co/tuiMd2QBPQ #TravelInsurance #PreExistingConditions #MedicalTravelInsurance https://t.co/LMxNMH77rI
2022-05-04 01:30:12
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@Defaqto Our #banking expert Katie Brain, speaks to @Best_Advice about the green mortgage market. 🏠🌍 https://t.co/5QSsx4hoLP #Mortgage #GreenMortgage #BuyToLet https://t.co/jNaj0FS2eY
2022-04-25 09:20:02
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@Defaqto Britain is facing double-digit inflation for the first time in 40 years & analysis conducted by Defaqto shows only 1 in 10 banks & building societies have passed on February's Bank of England base rate rise to Britain's savers https://t.co/3XKK54TrFL #inflation #BaseRate #savers https://t.co/LDRCFwnkgf
2022-03-18 04:01:58
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@Defaqto On your marks, get set, go! The sun was out today for our spring 5k at Defaqto. Well done to everyone who took part. πŸƒβ€β™€οΈπŸƒπŸŒž Congratulations to Michael Cruse who came first with a time of 19:27 followed by Andy Duffy with 20:23 and Amy Wootten with 21:37. #TeamBuilding #5k https://t.co/Nf38Xwhiwp
2022-03-09 03:30:15
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@Defaqto We spoke to Money Expert about the government guaranteed 95% mortgages. https://t.co/TAWPL9h5eX #mortgage #property #homeownership https://t.co/YQT2UUQLTo
2022-02-25 10:35:02
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@Defaqto Our #travel #insurance expert Anna-Marie Duthie talks to @thisismoney and answers some key questions as we gear up to travel again. βœˆοΈπŸš’πŸ–οΈ https://t.co/BlWdB8tr4T #TravelInsurance #holidays
2022-02-23 05:20:04
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@Defaqto Brian Brown, consumer finance expert at Defaqto talks to @thisismoney about the Nationwide Building Society mortgage offering 5.5 times salary to those with just a 5 per cent deposit. 🏑 https://t.co/H7Wkw6dM5j #mortgage #homeowners
2022-02-18 04:10:05
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@Defaqto Our #banking expert Katie Brain, speaks about the tightening lending criteria as the cost of living increases. https://t.co/1cz3XJtYaS #mortgage #CostofLiving
2022-02-09 03:50:02
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@Defaqto The 2022 Defaqto Star Ratings are now live. https://t.co/WML3eNiQXX #StarRatings https://t.co/ifPvIdsUMW
2022-02-07 10:25:02
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@Defaqto 9 out of 10 people are more likely to choose a financial product showing a Defaqto Star Rating. https://t.co/WML3eNiQXX #FairValue, #Insurance, #Investments, #StarRatings, #ServiceRatings, #DiamondRatings https://t.co/ORzG3sqiby
2022-02-03 10:20:02
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@Defaqto The 2022 Defaqto Star Ratings are now live. https://t.co/WML3eNiQXX #StarRatings https://t.co/BRiMEeGJSP
2022-02-02 12:05:03
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@Defaqto The 2022 Defaqto Star Ratings are now live. ⭐⭐⭐⭐⭐ https://t.co/WML3eNiQXX #StarRatings https://t.co/X2KcAeqCGr
2022-02-01 02:10:05
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@Defaqto This afternoon staff at Defaqto took part in the Winter 5k, with a mixture of competitive runners & leisurely walkers all of whom enjoyed a well-deserved hot chocolate at the end for their efforts. #TeamBuilding #5k #HotChocolate https://t.co/ICNHypgZKG
2021-11-17 03:50:11
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@Defaqto Looking for some #winter sun? All travel insurance products must now include cover for Covid-related claims to be awarded a 5 Star Rating. #DefaqtoStarRatings #travel https://t.co/hvd45RezrX https://t.co/uj1LzOwYs5
2021-11-04 12:05:07
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Overview
Contributors
22
Reactions
90
Views
693
Updated
1 year ago
Contributors
Teacher
Bangalore, India
Level 7
Critic
Level 10
Scholar
Karachi, Pakistan
Level 10
Populist
Level 9
Disciplined
Elkhorn, Omaha, NE, USA
Level 9
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