Defaqto Engage
Defaqto Engage couples whole-of-market financial product data with a straightforward interface, making it the best tool for research and analysis. It’s easily accessible online, so you can access it wherever suits you and is key to recommending the right product for your clients’ needs.
Saving you time and money
Using Defaqto Engage means that you have all the product and fund research you need, in one place, saving you time and the need to look for information from several sources
Easy integration and support
Defaqto Engage is completely web-based, so you can access it wherever, whenever you want. We know that this is important if you work from home or on location. It even integrates with back office systems and web portals if you need everything in one place. Learning to use our software has never been easier, with a dedicated training team available over the phone, plus a series of regular workshops across the country.
Defaqto Engage gives you
- The broadest product selection to satisfy your clients, with a full audit trail.
- Whole of market research including banks and direct writers so you can be comprehensively informed
- Extensive research functionality to help you recommend the right product to suit your clients’ needs
- All product and fund research in one place, saving you time and the need to look for information from several sources
- Charts and visual aids to help you present your recommendations
All the support you need
You have access to free initial and top-up training whenever you need it. Just join one of our regular web and telephone based sessions. There are also regular free workshops across the country. Just sign up to attend. It’s a great chance to network with your peers and make the most of Defaqto Engage
Set up a free trial
Simply call use on 0808 1000 804 to set up a free trial. Or request your trial online.
