How it works

Engage supports you across the whole financial planning process – from risk profiling through to suitability report writing and ongoing client reviews.

Whether it’s for accumulation, decumulation or protection, Engage helps you:

• Create a client risk profile
• Conduct investment research across fund, product and platform according to your Centralised Investment Proposition (CIP)
• Choose the investment solution that works for your client: funds, DFMs or your own model portfolios
• Apply a range of different filters in your research to deliver suitable advice 
• Generate suitability reports 
• Perform periodic client reviews to make sure existing holdings still meet their needs
• Plan income withdrawals with our Natural Income workflow
• Use the new Income Drawdown workflow to assess the impact that drawing a regular income has on a clients’ accumulated wealth
• Compare defined contribution pension schemes with our Pension Switching module
• Compare existing and historic CIC policies with our CIC Compare module
• Integrate with Intelligent Office