Defaqto Engage

Providing integrated product, platform and fund research in one place

Experience what our state-of-the-art software for financial advisers can do for you.

REQUEST TRIAL

Reduce your compliance risk, demonstrate value to clients and save time

Engage is renowned for the unique breadth and depth of independent product, fund and platform data – all integrated in one place. Access over 2,700 life, pension and investment products across more than 100 product types; over 60,000 share classes across more than 15,000 funds; and more than 40 platforms across 30 providers. 

Reduce your compliance risk

Having access to the right research tools is more important than ever in the post-RDR world. Solutions need to enable advisers to evidence their research process. Engage does just that - giving you a clear and robust audit trail to help you meet regulatory requirements. 

Evidence research and demonstrate value to clients

Demonstrate value to clients through accessing our unique breadth and depth of data to support your advice process, and client-friendly and fully customisable documentation to evidence the research you have undertaken

Save time

Engage also saves you time by streamlining your research process and standardising workflow and outputs with a comprehensive, fully filterable database that gets updated daily – so you have more, chargeable time with clients.  

Share this