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...

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