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.