Video conferencing within Defaqto Engage now available

23 June 2020

We have launched our own video conferencing and screen sharing capability in Defaqto Engage, our financial planning software, to aid interaction between advisers and their clients.

The Covid-19 pandemic, along with social distancing measures, has changed the way that many of us work and conduct our personal interactions. In a bid to help advisers continue to interact with their clients with ease, we have created conferencing software within Defaqto Engage, our end-to-end financial planning software.

This video conferencing capability is independent of third-party software, and compatible with all major internet browsers. The capability is easily launched with 1-click, and meeting invitations can be sent seamlessly to clients from Engage.

New ways to keep in touch

“COVID-19 has brought about rapid change within the financial advice industry. Almost overnight, advisers have had to find new ways to keep in touch with their clients. At Defaqto, we’re continuously looking at ways in which our technology and data can support how advisers work. This is just one part of our user experience development, to support our users to ensure business interruption is minimised and that communicating with clients is as easy and efficient as possible” Paul Dagley-Morris, Chief Technology Officer, says.

“Over the course of the last three months we’ve also made attitude to risk questionnaires available to share and retrieve via email and where we have previously organised face-to-face training sessions and events (including CPD accredited), we are now delivering all of this remotely,” he adds.

Want to learn more?

You can learn more about Engage, our end-to-end financial planning software, and request a demonstration, here.

If you have any further queries regarding this video meeting and screen sharing functionality or you would like to book training on the system, please contact Defaqto Customer Support on 01844 295544 or email

For all our webinars available (including CPD accredited content) visit our BrightTALK channel.

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