Research firm Defaqto has unveiled a product and platform switching tool.
It will help advisers to ensure their clients’ investments provide fair value by removing time and complexity from pricing research.
The newly-launched tool compares multiple platforms, GIAs, ISAs, Junior ISAs and bond scenarios from Defaqto’s end-to-end financial planning system, Engage, and is now available with 30 days complimentary access for existing Engage users.
Glenn Porter, chief commercial Officer at Defaqto, said: “One of the best ways for advisers to bring in new clients is to show them quickly and easily why they will be better off with them. It also provides an opportunity to attract more investment from existing clients.
“Even a small reduction in total costs can make a significant difference to your clients but the research can be complex and time consuming. When you have evidence that clearly shows where an investment portfolio is now, and where it could be, it’s an easy decision for somebody to trust your advice and it supports adherence to Consumer Duty.
“Defaqto has high levels of awareness amongst consumers, so advisers also benefit from clients trusting that they’re making smarter financial decisions underpinned by our data and technology.”
