Investment research
Engage includes integrated research across funds, DFMs, platforms and products to help you find suitable investment solutions for your clients. All fund and DFM info is updated on a daily basis to ensure all research aligns with the clients risk profile and can be successfully transacted.
There is a choice of workflows that cater for all investment philosophies which include over 1,000 risk rated multi asset funds and DFM managed portfolios, along with the ability for you to construct and save your own model portfolios.
Whole of market
Defaqto collects and updates comprehensive data on over 16,500 funds, platforms and products on a daily basis. We have 60 analysts working every day to ensure you’ll always have up-to-date information you can rely on.
Flexibility
You can create and manage templates to save time and create consistency across your business. For example, you can set up templates/configure built-in templates that match your centralised investment proposition (CIP).
Transparency
We use Morningstar fund data at a holdings level to give you full visibility of how funds are invested.
Clear data visualisation for comparison and analysis
Engage has a number of ways to visually display data, to help you analyse the investment solutions to find the best one for your client. You can compare multiple options side-by-side, the details of which can quickly be added to the research report as part of your audit trail or to demonstrate to your clients why you are making your recommendation.
MiFID II compliance data
Two of the core MiFID II requirements are the disclosure of the costs and charges associated with the investment and suitability. With Engage you are able to view, sort and filter information required to support your compliance and find the best options for your clients.
All fund documentation you need
Engage links to all available fund factsheets and KIIDs so you don’t need to leave the system to find additional documentation.
We developed our own Fund Reviews to provide qualitative analysis to complement the hard facts available through Engage.