Expert financial planning

with no loose ends

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Fully integrated financial planning, connecting cashflow modelling with risk profiling and investments

Almost half of the advisers use six different software solutions to carry out their routine financial planning work.*

Whether your clients are investing for growth or to generate income, Defaqto Engage provides a consistent methodology throughout the entire advice journey. It integrates seamlessly with back-office systems, simplifying how you work and providing greater efficiency, accuracy and compliance.

Used by 30% of the adviser market, Defaqto Engage seamlessly connects lifestyle planning into the investment advice process enabling you to build an integrated financial life plan for your clients, capture risk profiles; conduct investment research; produce suitability reports and perform ongoing client reviews from one piece of financial planning software.



*Defaqto Adviser research 2020


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