Latest update to client reviews now available in Defaqto Engage

15 September 2020

We have now added a Client Summary hub in Defaqto Engage to help you with client reviews, whether you do them face-to-face or via a conference call.

This update, which is the latest of several adviser client-facing upgrades made to Defaqto Engage, including the recent addition of video-conferencing within the software, allows you to download a report that can be sent to your clients in advance of any review or meeting. You can also use a simplified dashboard for your meeting.

Client Summary hub – a simplified dashboard for your client meetings

The simplified dashboard allows you to view all your clients’ investment objectives, their current value as well as products they’re invested in, and the value of any additional contributions made. You are also able to assess individual and combined fund performance, asset allocation and check the risk level of a client’s portfolio against the agreed risk for each objective. When applicable, the summary also includes the amount of protection cover the client has in place.

Client Summary report

In addition to the dashboard, you can download a printer friendly Client Summary report that displays a single view of your clients’ investments as they are in Engage. We have used simplified language to make it easy to navigate.

You can download the report as an editable Word document, allowing you to add in any personalised notes.

Easy to use

“For advisers, communication with their clients has always been a priority but with the effects of COVID-19 continuing to be felt it’s even more crucial. This update is another easy to use client-facing tool that advisers have at their disposal, to easily show a client a summary of their assets without the jargon” Zahid Bilgrami, CEO at Defaqto says.

“We believe that technology should fit the way that advisers work, enhancing, not replacing the current advice process. Defaqto Engage is constantly evolving to fit the needs of advisers and their clients, our in-house development team allows us to prioritise our development plans in line with the market” he adds.

Want to learn more?

You can learn more about Engage, our end-to-end financial planning software, and request a demonstration, here.

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