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Support

Defaqto Engage uses the data that we collect on over 35000 products to make researching and advising financial products easy. Licensing the software is only part of the solution available from Defaqto - our Customer Support team provide a dedicated service to help you make the most from your licence and ensure that you know how best to use the software.

Our Defaqto Engage Customer Support team:

  • Hold free regular workshops across the UK. Our calendar for 2013/14 includes; Manchester, London, Birmingham, Glasgow, Cambridge, Exeter and Newcastle as workshop locations. These workshops offer an opportunity for you to learn the software face to face with a professional and come away fully trained
  • Host free training sessions via remote screen-share and telephone call twice a week. Learn how to use Defaqto Engage from the comfort of wherever you are based. These sessions are split into: Creating a Client report, Using the Research grid and Creating a Research Template. You can learn the ropes at a speed that suits you and train only as far as you feel that you need to
  • Have created a list of faqs for simple, quick reference should you need to resolve a problem quickly


For more information contact our Customer Support team on 01844 295 544, or email us at customersupport@defaqto.com