Defaqto announces ‘Engage Insights’ platform for Asset Managers

21 November 2024

Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced the launch of Engage Insights, a powerful analysis and research tool designed specifically for asset managers.

Engage Insights gives distribution teams, product teams and investment managers access to an unrivalled wealth of data to drive strategic decision making. The platform provides comprehensive intelligence of the whole market in one place, enables performance analysis against peer groups and provides detailed cost data that will inform smarter commercial decisions.

John Milliken, CEO at Defaqto, said: “We wanted to design a tool that empowers asset managers to analyse funds, fund ranges, discretionary propositions, and MPS portfolios at the most detailed level. The deep insight provided by the platform will enable users to have the most effective and strategic distribution in the UK retail market.”

Engage Insights has been built on the same platform as Defaqto Engage, the market-leading financial planning tool used by more than 30% of UK financial advisers and the source of over £50bn in recommendations annually.

Using the tool, asset managers will have visibility of how their proposition is showcased in Engage and see how the key differentiators between propositions are selected by advisers.

John added: “There has been a lack of detailed portfolio and management data in the UK MPS market, so we are also featuring our industry leading MPS Comparator series within Engage Insights, alongside trends analysis, MIFID disclosure cost data and Defaqto Ratings and Reviews.”

With this solution, asset managers will have elevated market intel, enhanced competitive positioning, improved proposition understanding and data to improve regulatory requirements. All of this information is presented in a user-friendly, accessible interface and asset managers will be supported to have a system personally configured with reports and templates designed specifically for their organisation.

Defaqto Engage Insights is available now. To enquire about a demonstration, visit https://www.defaqto.com/solutions/engage-insights