Accumulation workflow

The accumulation workflow is designed to help you with clients who are building their wealth, planning for retirement or saving for a particular life event. The workflow allows you to assess investment suitability for clients through the integrated risk profiling tool, then seamlessly go on to research portfolios to match your clients’ agreed risk profile.

There is also the option to license the existing holdings add-on, which enables you to import clients’ existing portfolios and review them to ensure they still match their current risk profile.

Risk rated investment solutions

Defaqto has developed its own Risk Ratings, based on volatility ranges, with corresponding risk profiles to enable you to match clients to suitable investment options.

The Defaqto difference

With Engage you:

  • Can combine the profiling of clients and investment research into one solution
  • Ensure investment suitability using our Risk Ratings and the integrated risk profiling tool
  • Get access to our industry expertise
  • Leverage our partnerships with market leading specialists: A2Risk, Oxford Risk, Finametrica, Moody’s and Morningstar

Want to know more about Defaqto's Risk Ratings?

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