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.
The software 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 (including Tatton), a unique way of assessing historic yields of natural income funds, the ability to build portfolios to optimised target asset allocations 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.
Learn more at defaqto.com/engage
Included in your licence:
- Integrated risk profiling within Risk Rated Workflow for accumulation
- Integrated fund/DFM, platform and product research
- Natural Income Workflow
- General Research Workflow for protection products
- Free technical support and training by contacting us at firstname.lastname@example.org or calling us at 01844 295544 between 9am and 5:30pm
- Two-way integration with Intelligent Office
- Pension Switching module
- CIC Compare module
- Suitability report writer tailored to Paradigm Partners
- Ability to add your own model portfolios
- Client reviews by x-raying existing client portfolios
- If you are interested in any additional modules, please contact our sales team at email@example.com or 01844 295 546