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.


  • 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

Benefits of suitability reports in Defaqto Engage

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