Tenet agrees deal with Defaqto

Published on

Tenet has signed a contract with Defaqto to make Tenet’s product and fund panels available via a bespoke version of Defaqto’s Engage solution, which will be provided to all TenetConnect members free of charge and relevant TenetSelect firms.

From the summer, Tenet will integrate its product and fund panels into this bespoke version of Defaqto’s Engage solution, providing access to the Tenet panels and customised product, platform and fund research in one place.

As well as access to Tenet’s panels, the bespoke version of the Engage solution also includes product, fund and platform filtering, brochure compare functionality and the ability to export.

Gill Davidson, group regulatory director, said: “The integration with Engage going forward will provide an enhanced service to our advisers by bringing together our panels and a market-leading research tool, saving them time and making their life easier.

“In addition to the link with Defaqto Engage, Tenet has taken the decision to redirect the outsourcing arrangement of our wealth and protection product panel research to Defaqto from July, as we see them as market leaders in this field. We are also taking this opportunity to bring fund research in-house, utilising expertise from a number of sources to construct and maintain the panels and give on-going support to our members.”

David Cartwright, head of insight and consulting (Wealth and Protection) at Defaqto, added: “TenetConnect and relevant TenetSelect advisers will have single-sign-on access to relevant data on the products and funds that are on Tenet’s panels. This will help advisers do their research more efficiently and in accordance with Tenet’s advice standards and processes.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Landlords exploit softer market with lowball offers

More than half of buy-to-let investor offers were at least 10% below the original...

Asking prices suffer biggest August fall since 2018

The average asking price of a newly listed home fell by 2% in August,...

Instamo launches automated post-submission mortgage tool

Instamo has launched FastAdmin, a post-submission automation service designed to reduce the administrative work...

HMLR and OS data tie-up targets faster property transactions

HM Land Registry (HMLR) and Ordnance Survey (OS) have agreed a three-year collaboration intended...

FCA bans CEO over fake €200m bond portfolio

The Financial Conduct Authority (FCA) has fined and banned two former Blue Horizon Asset...

Latest publication

Other news

Landlords exploit softer market with lowball offers

More than half of buy-to-let investor offers were at least 10% below the original...

Asking prices suffer biggest August fall since 2018

The average asking price of a newly listed home fell by 2% in August,...

Instamo launches automated post-submission mortgage tool

Instamo has launched FastAdmin, a post-submission automation service designed to reduce the administrative work...