Willingness to recommend
End-to-end financial planning software Defaqto Engage combines risk profiling functionality with whole of market investment, product and platform research that ensures all recommendations can be successfully transacted for both the accumulation and decumulation phase of investing.
A built-in suitability report writer helps to reduce the amount of time spent on administration. The software also offers several investment workflows that cater for all advice philosophies. These include the ability to carry out client reviews by analysing existing client portfolios, a wide range of risk rated multi-asset funds and DFM managed portfolios, plus a unique way of assessing historic yields of natural income funds and Income Drawdown strategies.
Additionally, users can compare current and historic CIC policies and analyse defined contribution pension switch scenarios by subscribing to Engage’s CIC Compare and Pension Switching modules.
Defaqto
Predictions are a tricky business. If you get it right, it seems obvious in hindsight. If you get it wrong, you’ll be reminded of your gaff. But the true value of predictions lies not in their accuracy but in sparking thought and driving meaningful discussions.
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Integrates One Way
Integrates Both Ways
intelliflo office (intelliflo)
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No other integrations available.
No integrations available for Platform
Defaqto
