Suitability report offer

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

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

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. 

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

Get FREE training to fully understand the benefits this service can provide. 
To book,  contact our training team on 0800 987 8487 or via email: training@defaqto.com