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Defaqto Engage

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End-to-end financial planning software Defaqto Engage combines risk profiling with whole of market integrated investment, product and platform research that ensures all recommendations can be successfully transacted.

A built-in suitability report writer helps to reduce the amount of time spent on administration. The software also has several investment workflows that cater for all advice philosophies. These include – a wide range of risk rated multi-asset funds and DFM managed portfolios, a unique way of assessing historic yields of natural income funds, the ability to carry client reviews by x-raying existing client portfolios and a General Research Workflow to compare whole of market protection products.

Additionally, users can compare current and historic CIC policies and analyse defined contribution pension switch scenarios by subscribing to Engage’s CIC Compare and Pension Switching modules.

NextWealth view

Defaqto Engage doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

Ownership:
Defaqto

Integrations

Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Practice Management System
Research

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

intelliflo office (intelliflo)

Defaqto

Legend:

Integrates One Way

Integrates Both Ways

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