Financial planning is fragmented, there are numerous tools, systems and methodologies which leads to inconsistencies and can increase costs. Defaqto Engage Core is an end-to-end financial planning solution that helps you to make recommendations that meet your clients’ needs. Engage Core offers the flexibility to adapt to your CIP whilst giving you the evidence you need to back up your recommendations.
Defaqto and Adviser Home
We work with Defaqto to highlight their services with an emphasis on those tools and facilities which can really make a difference to an adviser business and enhance the effectiveness and efficiency of their client advice.
Just remember to advise Defaqto that you are part of the Adviser Home community and they will give you details.
Key features of Defaqto Engage Core
- Eliminate the need to re-key details, making the process faster and more efficient
- Deliver efficient and compliant client-centric advice
- Provide financial advice throughout your clients’ lifecycle
- Choose the portfolio construction method that suits your client segments including your CIP
- Control access and usage across your firm
Guides
Defaqto produce an excellent range of material to help advisers with their due diligence on many issues. Here are links to the recent case studies and investment guides.
Start using Defaqto Engage Core
To find out more call FREEPHONE 0808 1000 804 or email [email protected]
