Helping you to deliver compliant investment advice
Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you.
You can find out more about Engage via the links to the workflows on the right, you can call us on 0808 1000 804 or email firstname.lastname@example.org.
Accumulation, decumulation and research workflows
Engage has a variety of workflows, with each one having a different set of steps, tailored to meet the needs of specific groups of clients. This allows you to service a broad customer base, whether they are looking to grow their wealth, saving for a particular life event, pension planning, needing to withdraw an income or protect their family.
Adapts to your preferred advice process
With Engage you have a choice of: profiling questionnaire, whether you use it online or offline; investment strategies; where to start your research; using templates or panels – allowing the solution to adapt to your preferred process.
Automatically create audit trail
Engage follows every step to produce client facing summaries and detailed reports from profiling and research, to evidence that due diligence has been performed and suitable advice given.
Training and support
During the lifetime of your licence we provide training and support which is included as standard. In addition the Engage Toolkit provides information and supporting documentation online 24/7.
Want to know more? Find out how to use Engage for clients in the accumulation phase: