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About Defaqto Engage Core
Financial planning is fragmented, there are numerous tools, systems and methodologies which leads to inconsistencies and can increase costs.
Defaqto Engage is an end-to-end financial planning software, developed by our team of experts, which adapts to your centralised investment proposition (CIP) and client segments.
You can create, store and manage client information, investment goals and fund research all in one place and seamlessly integrate with your back office, ensuring a consistent and efficient advice process.
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