Delivering compliant financial advice
Financial planning is fragmented, there are numerous tools, systems and methodologies which leads to inconsistencies and can increase costs. Defaqto has created an end-to-end financial planning solution that adapts to your advice process and allows you to run a profitable and efficient business.
Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage Core - our end-to-end financial planning software solution - has something to offer to you.
End-to-end financial planning software that supports your advice process
Engage Core offers a variety of workflows, with each one having a different set of steps, tailored to meet the needs of specific groups of clients. The in-built risk profiling tool for both accumulation and decumulation helps you to provide suitable advice to your customer base. Three-way fund, platform and product research means you always end up with research you can execute. You can also write your suitability reports from Engage Core to save you time so you can focus on your clients.
You can choose to use the accumulation workflow, decumulation workflow or research workflow to find the right funds, DFMs and products for differing client segments, no matter what are their objectives.
Engage Core has also the flexibility to adapt to your centralised investment proposition (CIP) including your own model portfolios.
Seamless back office integration saves you time
Two-way integration with back office systems such as Intelliflo or IRESS saves you the need to re-key data including saving session reports documenting every step of the advice process. You can also store all your client details in Engage Core. If you are interested in learning more about the integration with Intelligent Office, you can view a short demonstration here.
Engage Core automatically creates an audit trail
Engage Core follows every step to produce client facing summaries and detailed reports from profiling and research, to evidence that due diligence has been performed and suitable advice given. You can view all your interactions with clients in the form of a timeline. As this information is stored in Engage Core, you can streamline your client reviews to perform them more efficiently.
Training and support
During the lifetime of your licence we provide training and support which is included as standard. In addition the Engage Toolkit provides information and supporting documentation online 24/7.
Want to know more?
See how Engage Core can support you helping your clients to grow their wealth with the accumulation workflow.
Are your clients retired or semi-retired and looking to withdraw an income from their investments? Learn more about the natural income workflow.
Would you like to perform research across funds, products and platforms? Learn more about the research workflow.
Interested in our suitability report templates? Read more here.
Let us show you how Engage Core can help you deliver client-centric, compliant advice. You can either call us on 01844 295 546, email firstname.lastname@example.org or complete the form below.