Defaqto overhauls Engage software

More than 7,000 users

Hannah Godfrey
clock • 1 min read

Financial information business Defaqto has upgraded its financial planning software solution Engage following feedback from advisers.

The firm said the new Engage Core offering would provide all financial advisers' financial planning tools in one end-to-end solution. The software helps advisers manage their financial planning process in one place - from risk-profiling through to product, platform and fund research and recommendations - generating an automatic audit trail in the process in order to help satisfy regulatory requirements. Defaqto also said the software would allow advisers to streamline client risk assessment, research and review processes. It can also be adapted to support advisers' centralised investm...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Software

'Porn appeared in my Zoom meeting' - adviser's call hacked amid security concerns

'Zoom-bombers' plaguing private meetings

clock 03 April 2020 • 3 min read

Defaqto overhauls Engage software

More than 7,000 users

Hannah Godfrey
clock 14 June 2018 • 1 min read

Brian Martin: How tech can save the day on MiFID II compliance

Hanging on the telephone

Brian Martin
clock 19 April 2018 • 3 min read