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 a complete 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. From risk profiling, to three-way research and making a recommendation, you can service a broad customer base, whether they are looking to grow their wealth, saving for a particular life event, pension planning, needing to withdraw an income or protect their family.

You can choose to use the accumulation workflowdecumulation workflow or research workflow to find the right funds and products for differing client segments.

Engage Core has also the flexibility to adapt to your centralised investment proposition (CIP).

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.

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 decumulation workflow.

Would you like to perform research across funds, products and platforms either on its own? Learn more about the research workflow.

 Request demo

Let us show you how Engage Core can help you deliver client-centric, compliant advice. You can either call us on 0808 1000 804, email sales@defaqto.com or complete the form below.

 

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