Additional modules

As well as the core workflows, there are additional modules you can purchase as add-ons to your Engage licence. These include:

Cashflow Modelling

Connect lifestyle planning into your investment advice process.

More about Cashflow Modelling

Pension Switching

Analyse defined contribution pension switch scenarios.

More about Pension Switching

CIC Compare

Compare definitions of current and historic CIC contracts to establish when rebroking is recommended.

More about CIC Compare



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