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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.
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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)
Integrates One Way
Integrates Both Ways