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:
- Defaqto Engage - Risk Profiling
- Defaqto Engage - Adding Existing Holdings
- Defaqto Engage - Assigning Plans to a Goal & Creating Client Summary reports
- Defaqto Engage - Reviewing Client's Existing Investments
- Defaqto Engage - Researching Investments, Products & Platforms
- Defaqto Engage - Suitability Reporting
- Defaqto Engage - ESG Research
- Defaqto Engage - Income Drawdown
- Defaqto Engage - Pension Switching
- Defaqto Engage - Cashflow Modelling
- Defaqto Engage - Product & Platform Switching
- Defaqto Engage - CIC Compare
- Defaqto Engage - Product & Platform filters
- Defaqto Engage - PROD data & filters
- Iress XPlan Integration
- Iress XPlan FAQs
- iO Integration
- iO FAQs
- Plannr Integration
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:
- Risk Profiling - Mondays and Wednesdays @ 10am
- Cashflow - Mondays and Wednesdays @ 11am
- Reviews - Mondays and Wednesdays @ 2:30pm
- Generic Research - Mondays and Wednesdays @3:30pm
- New Business - Tuesdays and Thursdays @ 10am
- Income Drawdown - Tuesdays and Thursdays @ 11am
- Product & Platform Switching - Tuesdays and Thursdays @ 2:30pm
- CIC Compare - Tuesdays and Thursdays @ 3:30pm
- Pension Switching - Fridays @ 10am
Request a training session
To book a training session with one of our team, please complete the form below to register your details:
