Defaqto Engage - the ONLY place to get fully integrated financial planning in one simple, convenient package
We’ve invested in our suite of tools so you can access everything you need for your entire financial planning process, from risk profiling and cashflow modelling to pension, product, and platform switching, all in one place. No add-ons, no extra costs – it's all here for you in one package.
• Increase efficiency and streamline operations with a single solution. Reduce complexity, minimise errors, and reduce costs associated with multiple systems and staff training.
• Improve compliance with a consistent methodology to lower compliance risks through a repeatable advice process that supports ongoing suitability.
• Grow revenue by selecting the most suitable products and delivering a confidence-inspiring advice journey, to achieve sustained growth in AUA and improved client retention.
Call us on 01844 295 546 or email sales@defaqto.com
Join more than 30% of IFAs who already use Engage to give their business a competitive edge.
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"Defaqto Engage gives you access to a lot of information and everything is integrated. I know the data will be accurate and unbiased. Ultimately, it will provide more accurate forecasts. My clients like it too. As soon as they hear or see Defaqto, they recognise the name from Star Ratings. I can talk about the system we use, and they have confidence in it."
Discuss your requirements with a member of our sales team.
Call us on 01844 295 546 or email sales@defaqto.com
