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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:

  • Risk Profiling
  • Reviews
  • New Business Research
  • Generic 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:

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