We offer Defaqto Engage training webinars on the following aspects of the software:
Selecting suitable natural income funds for your clients (9:30am - 10:30am) - This session explores how to use the natural income workflow to Income Risk profile your clients and research and recommend suitable Income Risk rated funds.
Assessing your clients financial position in retirement (2:00pm - 3:00pm) - This session shows you how to use the at retirement modeller to capture your clients assets, required income levels and living costs to project their financial position in retirement.
Complete the form below to register your place on a session. Please note that the above webinars are available on Thursdays only.