Streamline your advice process and reduce risk
Increase efficiency and improve client outcomes
Improve suitability and increase value
All-in-one financial planning
Deliver a smoother, more compliant customer experience with complimentary access to Defaqto Engage, the end-to-end integrated software that helps you deliver smarter financial advice.
Integrated CRM
Drive efficiencies with a choice of CRM systems: Plannr, which integrates with advisers' workflows, using automated processes and documentation to make quick work of complex tasks. And Intelliflo Office: a cloud-based one-stop shop with access to an ecosystem of 100+ platforms, products and portals.
Client websites & portals
Strengthen client relationships with interactive, web-based services and 24/7 access to key information and client details.
Integrated planning & back-office systems
Serve more clients, more efficiently, with integrated software that enhances your capabilities while saving you time and money.
Mortgage software
Recommend with confidence. Source and compare products using up to date, whole of market information, via fully integrated solutions, including Mortgage Brain.
Protection & GI solutions
Work more efficiently with access to specialist protection solutions through our unique relationship with Webline and iPipeline, and our exclusive general insurance product portals.
Investments
Effortlessly research the latest funds and platforms with Defaqto Engage. Your complimentary licences give you exclusive access to research fund lists, due diligence and oversight for extra peace of mind.
Product research & sourcing
Source and select the most suitable product for your customer, quickly and easily, with enhanced research, automated quotations and digital submissions.
Dynamic learning
Maintain the skills and competency of your staff with tailor-made learning through our customised version of Competent Adviser.
Regulatory evidencing
Show evidence of duty of care with Comentis, a cognitive assessment tool that helps you identify and support vulnerable clients. Demonstrate fair value with Elevation, which collects client feedback on your advice process. And perform KYC and AML checks easily, with SmartSearch – a leading anti-money laundering service provider.
Automated risk management
Create efficiencies with our innovative, focus-based, automated risk management solution. Identify risks and actions required, and track progress with personalised dashboards.
Learning & regulatory technology
Use the latest technology to reduce risk and improve performance, with tools that deliver ongoing training for staff, and help you meet your regulatory requirements.
Our other core services
Regulatory expertise
- Compliance services
- Advice quality & regulatory consultancy
- Regulatory business consultancy
Business support
- Professional development
- Proposition development
- Growth & exit services