Defaqto enhances research capability on product provider's ancillary services

Defaqto has launched new functionality which will assist IFAs with research into the ancillary services offered by product providers.

The new columns have initially been added to the Unit Linked Bond and Offshore Pooled Fund Bonds product research areas within Defaqto's Aequos Online and Engage research and recommendation tools.

The new columns indicate if the product providers offer certain ancillary services including; online valuations, online asset allocation tool, online fund comparison facility, online fund switching, online applications.

Fraser Donaldson, Defaqto's Principal Consultant for Investments, states: "As products become more homogenized, and advisers become smarter in using the technology that is available to them, the availability of these ancillary services is growing in importance.

Those companies that do not offer these facilities will inevitably loose business to those that do, as advisers are always looking for smarter, slicker ways of conducting their business." Defaqto is planning to roll out these new columns across other appropriate pension and investment product areas over the coming months.

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