Expert financial planning

with no loose ends

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One process from risk profiling to suitability report writing

A third of advisers use six different pieces of software to carry out their routine financial planning work, according to our research from 2019. That’s six different things to keep track of and bringing them all together can be time consuming, inefficient and a risk to your advice process because key information can be missed or duplicated.

Whether your clients are investing for growth or to generate an income, Defaqto Engage can help you capture your clients’ risk profile; conduct investment research; produce suitability reports and perform ongoing client reviews from one piece of financial planning software.


 

 

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