KIIDs and fund factsheets now available through Engage Core
03 December 2018
We work closely with networks and advisers to make developments to our financial planning software. This latest upgrade provides you with instant access to essential details on funds and investment products within Engage Core, meaning you don’t have to search for them elsewhere. By streamlining this aspect of the financial planning process, you’re able to conduct fund research on behalf of your clients in a faster, more efficient way, saving you time and ensuring accuracy.
Whole of market coverage
Engage Core offers whole of market product coverage and functionality, combined with unique three-way research technology, covering funds, platforms and products, providing you with all the information necessary to meet the needs of your clients.
Through a range of workflows, you can manage the whole financial planning process in one place - from risk profiling through to research and recommendation, generating an automatic audit trail in the process to help satisfy regulatory requirements. By providing the broadest range of whole of market, independent data and streamlining the process, in one solution, our software can save you time as well as money.
“We’re always looking at ways in which we can improve our offering to financial advisers and the financial planning process. The inclusion of KIIDs and fund factsheets to Engage Core will be an asset to advisers. These documents form a key part of an adviser’s service proposition so by providing direct access to these essential documents, advisers conducting fund research on behalf of clients will be able to create real efficiencies in their advice process” Tom Whelan, Head of Customer Success at Defaqto commented.
“Financial advice is as much about providing client service as it is about demonstrating value, whether that’s through tax mitigation or fund selection. By welcoming feedback from the industry, and proactively engaging with advisers, we’re able to develop solutions which will support them in offering exceptional client service.”
You can learn more about our end-to-end financial planning tool, Engage Core, or request a free trial, here.
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