Smarter financial planning with Product and Platform Switching
We’re delighted to present our new Product and Platform Switching module, the latest addition to Engage, our end-to-end financial planning tool.
Designed to support our IFAs with a more efficient and transparent way to conduct investment reviews.
Our total cost comparison tool allows you to compare multiple platforms, GIAs, ISAs, Junior ISAs, and bond scenarios quickly and easily.
And, with our comprehensive RIY calculator covering platform, wrapper, fund, and adviser fees, you can easily and effectively illustrate the differences between new and existing investment scenarios.
Exclusive offer for Engage and Centra users
Get your 30-day complimentary access
To enjoy the benefits first-hand, simply activate the offer below and accept the terms and conditions. Offer available until 31 October.
After the initial 30-day period, our Product and Platform Switching module will incur a monthly fee of £30 + VAT, per month for each user, unless cancelled.
And, if you already have our Pension Switching module or want to know more, chat with our team. We can bundle it with the Product and Platform Switching module at a discount.
Activate offer
Product and Platform Switching benefits
- One end-to-end platform to manage the switching process, helping to improve efficiencies, save money, and free up time to dedicate to clients.
- No more manual RIY calculations and time-consuming spreadsheets. You can quickly run accurate RIY calculations, all from Engage.
- Generate complete, compliant reports that can be downloaded, shared, and included in your client file for a clear audit of your recommendation.
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It’s also simple to perform regular checks as part of your service, proving that funds are still in the right place.
Training and support
Our dedicated team is here to help you get the most from Product and Platform Switching. You can download our training module here or join one of our webinar sessions for an in-depth view of its capabilities – book your spot.
"We’ve been using Engage for around two years now, and it’s been fantastic. We’ve already got the pension switching and cashflow modules, and we’re interested to see what the product and platform switching module can do. To have a tool that gives us that comparison between different platforms will be brilliant."
To get your 30-day complimentary access, please click below to review and accept the terms and conditions.
