Cashflow Modelling
Model different scenarios to see how they will impact a client’s lifestyle each year, pre and post-retirement.
That’s six different systems to purchase, learn, and run together. Integrating these into one seamless process can boost efficiency: saving time, reducing costs and delivering a smoother customer experience.
Get extra peace of mind knowing that it’s powered by Defaqto’s data, including more than 18,000 funds, platforms and products. This is recognised by advisers and consumers as a trusted source of financial product and market intelligence.
Today, more than 30% of advisers are using Engage to give their businesses a competitive edge, with recommendations of £42bn going through the system.
Give smarter advice with expertly developed, seamless financial planning software.
Step one is to identify and agree your clients’ attitude to investment risk, for either accumulation or decumulation.
We have 60 analysts continually researching the market, to give you a full market view of the latest offerings.
Save time and money, and demonstrate robust compliance, with clear reports and audit trails.
Make sure portfolios start strong and evolve with clients’ needs, with a simple review process that suits both new and existing clients.
Model different scenarios to see how they will impact a client’s lifestyle each year, pre and post-retirement.
Compare multiple scenarios to gauge whether clients should stay or switch their pensions.
Total cost comparison tool allows you to compare multiple platforms, GIAs, ISAs, Junior ISAs, and bond scenarios quickly and easily.
See current and historic critical illness policies side by side, covering 145 conditions.
Across all workflows, all modules, every advice process and every investment solution.
With proven robust risk rating processes for both accumulation and decumulation.
Free training and ongoing technical assistance for the lifetime of the licence.
Join more than 30% of UK advisers who are already using Engage and benefiting from Defaqto’s 25 years’ experience.
"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."
Working with Defaqto brings you more than just market-leading products and data. Our world-class service means you’ll also enjoy access to our expertise and ongoing support.
Our insight experts are always happy to discuss the product and industry landscape as it relates to your own business. While personalised training options for you and your staff are available to help you get the most out of our services.
Your personalised demo will show you how to:
Call us today on 01844 295 546, email sales@defaqto.com or complete the form.