Suitability report offer

How long do you spend generating suitability reports for your client?

Research shows advisers can spend on average up to 3 hours on this part of the sales process alone.

However, Defaqto is pleased to announce that in partnership with ATEB Consulting Defaqto Engage can help you produce a premium report in just 20 minutes!

A FREE 14 day trial of the Suitability Report Writer is available to all users all Defaqto Engage users can benefit from FREE training in order to fully understand the benefits this service can provide.

For further information on this new service and to request a sample report, please contact Defaqto on FREEPHONE 0808 1000 804.

To book your FREE training contact Defaqto on 0800 987 8487 or via email: training@defaqto.com