Defaqto wins adviser voted award for the Leading Independent Planning Tool Provider
09 October 2018
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018, as voted for by financial advisers.
The prestigious award is based on the independent planning tool available to advisers that they most value to support their proposition. This can be an end-to-end solution or a planning tool for one or more links in the advice chain.
Engage was initially launched in 2006 as a research tool covering pension, protection and investment products. Since then, we have worked closely with networks and advisers to develop Engage Core, which now allows you to create, store and manage client information, investment goals and fund research in one place.
Based on our expertise in financial markets, we have developed unique three-way research technology, covering funds, platforms and products , meaning you never end up with a piece of research you can’t execute. The tool also boasts a variety of workflows and integration with back office systems such as Intelliflo’s Intelligent Office and IRESS.
We understand that the financial advice landscape is ever-changing, and you now face increased compliance pressure. Integration with back office systems eliminates the need to re-key details, ensuring you save time so you can focus on your clients. Engage Core automatically creates an audit trial and is flexible to adapt to your centralised investment proposition (CIP).
We are pleased that the developments we have made to our tool have been recognised by financial advisers like you, and that your evaluation of Engage Core against other offerings in the market has led to us winning this award.
“We are very proud to have won this prestigious adviser voted award, and believe that all the hard work we have done enhancing our Engage proposition has been recognised by advisers,” Zahid Bilgrami, CEO at Defaqto, commented.
“We have developed Engage Core to support advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps advisers meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy ever growing regulatory requirements.”
Zahid Bilgrami, CEO at Defaqto, alongside Tony Klim, CEO of Bravura Solutions, and Kate Silverton, Radio and TV Presenter
By providing the broadest range of whole of market, independent data and streamlining the process, in one solution, Engage already saves 49 out of the top 100 adviser companies time as well as money.
You can learn more about our end-to-end financial planning tool, Engage Core, or request a free trial, here.
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