Defaqto Engage GI

The most cost effective, comprehensive product research tool

As a GI Broker you want to provide comprehensive, thoroughly professional advice every time and undoubtedly need the fastest research and analysis solutions available.

Defaqto Engage GI is the most comprehensive financial product research and analysis tool. It is a vital tool for your business both in the capture of new sales and in ensuring renewal business is successfully retained.

Key benefits are

• It is completely web-based.
• It dovetails perfectly with the advice process to ensure you deliver nothing less than best practice.
• It provides a simple ‘traffic light’ system allowing you to compare products and features quickly and effectively and to move beyond comparisons on price alone.
• It provides justification to help your compliance and audit trail processes outlining to your client exactly why the product you've recommended is right.

These features enable you to truly demonstrate the strengths of your recommended product against the potential weaknesses of alternative, less expensive products.

Full summary of product coverage

Take advantage of a FREE 14-day trial of the system or call us on FREEPHONE 0808 1000 804