Defaqto helps you manage your investment planning process, all in one place with Engage, our financial adviser software solution. Our expert ratings aid better informed recommendations and we also help you keep abreast of the latest industry trends with our events, publications and market insights.
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.
Let us show you how easy to use our solution is and guide you through how you can make best use of the range of workflows to deliver tailored, suitable, professional recommendations and run an efficient business. You can either call us 0808 1000 804, email firstname.lastname@example.org or click below to get in touch with us to arrange a demonstration at a convienent date and time.
Using panels to restrict recommendations to a pre-approved list of providers is an easy way to ensure efficient, consistent and compliant advice. Let our team of experts work with your firm, and guide you through the selection process whilst leveraging our comprehensive data and broad industry expertise.