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:
- Defaqto Engage - Risk Profiling
- Defaqto Engage - Reviewing Client's Existing Investments
- Defaqto Engage - Researching Products & Platforms
- Defaqto Engage - Researching Investments
- Defaqto Engage - ESG Research
- Defaqto Engage - Income Drawdown
- Defaqto Engage - Pension Switching
- Defaqto Engage - Cashflow Modelling
- Defaqto Engage - Product & Platform Switching
- Iress XPlan Integration
- Iress XPlan FAQs
- iO Integration
- iO FAQs
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:
- Introduction to Engage - Tuesdays at 10.30am
Request a training session
To book a training session with one of our team, please complete the form below to register your details:
