Defaqto, the UK’s number one provider of adviser technology, data and insight, has announced the launch of Defaqto Unity designed to replace fragmented tech stacks with a unified operating model.
Defaqto’s strategy challenges the profession’s existing aspirations to integrate disparate technologies. Defaqto Unity offers entirely new use-cases, whereby connected intelligence across the adviser workflow improves firms’ operating efficiency and strengthens compliance processes, enabling growth.
John Milliken, CEO at Defaqto, said: “Advisers have spent years trying to deliver great client experiences, growth and compliance, battling fragmented practice management, financial planning and client management systems. As regulatory and commercial pressures increase, that challenge has only compounded.
“Connecting systems has solved part of the problem, but it hasn’t addressed how advisers actually work day-to-day.”
Defaqto’s new approach tackles this head-on: a single offering, encompassing practice management, financial planning, product research and panels, and compliance. Built on a shared data foundation – with AI integrated throughout – it aligns data, insight and governance across the adviser workflow.
By unifying these capabilities, Defaqto Unity is designed to reduce duplication, improve efficiency and support clearer, more confident decision-making, while strengthening oversight and control across firms.
Milliken added: “Defaqto Unity brings core elements of the advice process together in a single, unified framework. By unifying data, insight and governance across the advice workflow, we are helping firms simplify decision-making, strengthen oversight and build more resilient businesses.”
The announcement follows a programme of strategic acquisitions across adviser technology, giving Defaqto Unity an established base of over 20,000 adviser licences meaning firms already have access to a clear roadmap to bring capabilities together over time
For more information on Defaqto Unity, visit:
https://www.defaqto.com/solutions/defaqto-unity
