Client reviews

Engage makes client reviews easy and helps you to ensure existing portfolios meet clients' needs. It works equally well with new or existing clients.

Import existing portfolios

You can quickly import details of your client’s existing portfolio through integration with back office systems such as Intelligent Office by Intelliflo. Alternatively, you can manually import portfolios using Excel.

Review against Risk Profile

In a few easy steps you can x-ray your clients’ existing portfolios, whether it is for a new client or part of an annual review cycle, to understand if it still meets their needs or rebalance if required.

Engage assigns existing holdings a risk rating based on Defaqto’s asset allocation so you can review them against your clients’ agreed Risk Profile to see if they are still in alignment.

This workflow is available for both accumulation and decumulation.

Client Summary Report

Review your clients' portfolio by showing them Client Summary hub - a single view of their portfolio in Engage, for accumulation, decumulation and protection. You can then follow up with easy-to-read and client friendly Client Summary report.

Clear audit trail

Thanks to the automatically created audit timeline in Engage you can also easily see any previous interactions with the clients and other researches that you have performed for them.