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Defaqto Engage virtual series

How to build and review portfolios to match your clients risk. We are running a virtual session that will give you the opportunity to hear about our Financial planning tool Defaqto Engage.

27 Sept, 10:00-11:00

September Engage MPU (350 × 250 px).jpg

We are running a virtual session from 10:00-11:00 that will give you the opportunity to hear about our Financial planning tool Defaqto Engage:

10:00 Welcome, Roger Perry, Head of Intermediary Sales
10:05 Building and reviewing portfolios to match your clients risk
Investment workflows (Risk Rated funds/DFM MPS, Risk controlled, TAA, model portfolios)
10:30 Defaqto risk rating analysis
Risk rating process – interview with Jim Thompson on how we risk rate MA funds
10:40 IO and XPLAN integration demonstrations
IO and XPLAN integration
10:55 Engage update
11:00 Close of event

The session will be delivered by Roger Perry, and Josh Deacock. There will be opportunities for questions throughout the session.

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