Become an efficient user of Defaqto Engage
To support users of Defaqto Engage, the Customer Success team are running a series of training Webinars exclusively for Intrinsic and Positive Solutions members.
The Webinars will take you through the new features and frequently asked case studies the Defaqto Customer Success team get asked about. The Webinars run on Thursdays from 09:30am to 10:30am and cover the following topics:
- Uploading Client's existing fund holdings, rebalancing and review
- How to research Risk-Rated Royal London Governed Portfolios
- Researching and recommending PruFunds
- Assessing suitability of With Profit funds
- How to recommend a Risk-Rated Model Portfolio Service
Complete the form below to register your place on a Webinar. By registering, you will receive an email with instructions on how to join the Webinar. Please read these instructions in advance of joining the Webinar.