How it works

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

Risk profile Research Recommend Review

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
  • 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

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