Engage Core demo request

Want to know how Engage Core can help you deliver client-centric, compliant advice?

Let us show you the solution after which we will set you up with a free trial.

You can either call us 01844 295 546, email sales@defaqto.com or complete the form below.

Engage Core overview

Over 8,500 advisers use Engage
Accumulation, decumulation and research workflows to meet differing clients’ needs
Built-in risk profiling helps you to identify suitable solutions for clients
Seamless integration with back office and the possibility to store your clients’ data in one place
Offers a choice of Oxford Risk, A2Risk or Finametrica questionnaires
Project and model likely outcomes using Moody’s stochastic engine
Unique three-way dynamic research aids selection of compatible funds, platforms and products
Can be adapted to your preferred advice process
You can create templates to save research filter criteria for re-use
Enables you to create and manage panels, with the option to use the pre-configured Defaqto fund panel
Import and review clients’ existing holdings to ensure they still match their current needs
Can be integrated with market-leading back-office software
Training and support for the lifetime of the licence is included as standard