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Defaqto Engage Help Centre

Welcome. Please choose from one of the following support options below:

Training options

Training Videos

Please click here to be redirected to our Defaqto Engage Vimeo page for the following training videos:

  • Adding a client and completing a questionnaire 
  • Agreeing a Risk Level
  • Downloading Risk Profile documentation
  • Risk Profiling tips and tricks
  • Review: Pre-Advice
  • Review: Post-Advice 
  • New Business: Getting Started
  • New Business: Research 
  • Income Drawdown
  • Pension Switching
  • Cashflow Modelling
  • DFM Due Diligence
  • Product & Platform Switching

User Guides

Here you will find comprehensive guides for common processes within Defaqto Engage. Click on the links below to download a User Guide:

Book a Webinar

We have a range of regular training webinars that cover every aspect of Defaqto Engage. To book, please click the links below:

Request a training session

To book a training session with one of our team, please complete the form below to register your details: