Suitability reports
Engage includes a fully integrated suitability report writer. Content is automatically pulled in from your research about recommendations with references to the research report, so you don’t need to cross-reference the reports manually. You can have multiple recommendations in one report.
Plus, you’re able to easily configure templates for the report to your firm’s style.
Benefits
- Saves time – reports in minutes rather than hours
- Saves money – saves the cost of multiple licenses
- More robust compliance - with clear reports and audit trail
