Engage demo request

Want to know how Engage 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 0808 1000 804, email sales@defaqto.com or complete the form below.

Engage overview

  • Over 5,500 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
  • 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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