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Defaqto Engage virtual series

Maximising Engage to support your advice process and CIP. We are running a virtual session that will give you the opportunity to hear about our Financial planning tool Defaqto Engage.

5 July, 10:00-11:00

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We are running a virtual session from 10:00-11:00 that will give you the opportunity to hear about our Financial planning tool Defaqto Engage:

Agenda
Engage Part 1
Configuring Engage to support your CIP
Integration overview of iO & Xplan Engage

Engage Part 2
How we can help advisers get the most from the software
How the Customer Success Team can help users:
Book Teams meeting
Find out their requirements
Build training sessions that are firm specific
Deliver training
Ongoing help and support

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