Strategic Partners

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Defaqto Engage

Helping you to deliver suitable, compliant investment advice

Manage your investment planning process, all in one place, from a trusted source of fund, platform and product information. You can profile, research and recommend portfolios to meet your clients’ needs with our easy to use solution. There is a choice of workflows, with each one having a different set of steps, tailored to meet the needs of specific groups of clients. Engage offers flexibility and choice, and can be adapted to your preferred advice process whilst giving you all the evidence you need to back up your recommendations.