Engage Core demo request
Want to know how Engage Core can help you deliver client-centric, compliant advice?
Let us show you the solution after which we will set you up with a free trial.
You can either call us 01844 295 546, email firstname.lastname@example.org or complete the form below.
Engage Core overview
- Over 8,500 advisers use Engage
- Accumulation, decumulation and research workflows to meet differing clients’ needs
- Built-in risk profiling helps you to identify suitable solutions for clients
- Seamless integration with back office and the possibility to store your clients’ data in one place
- Offers a choice of Oxford Risk, A2Risk or Finametrica questionnaires
- Project and model likely outcomes using Moody’s stochastic engine
- Unique three-way dynamic research aids selection of compatible funds, platforms and products
- Can be adapted to your preferred advice process
- You can create templates to save research filter criteria for re-use
- Enables you to create and manage panels, with the option to use the pre-configured Defaqto fund panel
- Import and review clients’ existing holdings to ensure they still match their current needs
- Can be integrated with market-leading back-office software
- Training and support for the lifetime of the licence is included as standard
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