Growing your clients' wealth with the accumulation workflow

The accumulation workflow is designed to adapt to your centralised investment proposition (CIP) and different client segments, whether they are building their wealth, planning for retirement or saving for a particular life event. The workflow allows you to assess investment suitability for clients through the integrated risk profiling tool, then seamlessly go on to research portfolios to match your clients’ agreed Risk Profile all in one system.

Through the integration with back office systems, you can import your clients’ details including existing portfolios and review them to ensure they still match their current Risk Profile and goals.

Risk rated investment solutions

Defaqto has developed its own Risk Ratings, based on volatility ranges, with corresponding Risk Profiles to enable you to match clients to suitable investment options.

Risk rating process in the accumulation phase 

The Defaqto difference

With Engage Core you:

  • Can combine the risk profiling of clients and investment research into one solution that seamlessly integrates with your back office
  • Access unique three-way fund, product and platform research that allows you to start in any one area to refine research results and only see compatible options in the other two
  • Create, store and manage client information, goals and research all in one place
  • Confidently match clients to investment options using Defaqto Risk Profiles
  • Leverage our partnerships with market leading specialists: A2Risk, Oxford Risk, Finametrica, Moody’s and Morningstar
  • Easily document every step of the financial planning process for future reference as well as compliance
  • You get access to our industry expertise and free training and support to use the system 

Want to know more about Defaqto's Risk Profiles?

 

Request demo

Let us show you how Engage Core can help you deliver client-centric, compliant adive. You can either call us on 0808 1000 804, email sales@defaqto.com or complete the form below.

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