Accumulation training webinars

We offer Defaqto Engage training webinars on the following aspects of the software:

  • Researching Products, Platforms and creating Research Templates (9:30am - 10:20am) - This session explores how to research and recommend Products and Platforms. You will also be shown how to make your research process more efficient, by building and saving Research Templates.
  • Using Defaqto's Investment Solutions (10:30am - 11:20am) - This session shows you how to carry out basic fund research, as well as utilising Defaqto's Risk-Rated Investment Solutions, including Risk-Rated Funds, DFM Model Portfolios and optimised Target Asset Allocations. 

Complete the form below to register your place on a session.

Please note that Defaqto Engage training Webinars are available on Tuesday mornings only.

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