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Defaqto Engage is an all-one-system that helps you deliver exceptional financial advice, from start to finish. It’s the equivalent of six financial planning systems, brought together into one frictionless process.
From research to recommendation, you’ll be able to work more accurately and efficiently to deliver a faster, smoother, more compliant customer experience.
Simplybiz members get access to Engage as part of your membership, all at no extra charge.*
* Membership includes two complimentary licences
Request demoStreamline operations with a single solution. Reduce complexity, minimise errors, and reduce costs associated with multiple systems and staff training.
A consistent methodology will help lower risk through a repeatable advice process that supports ongoing suitability.
Select the most suitable products and deliver a confidence-inspiring advice journey that leads to sustained growth in AUA and improved client retention.
Across all workflows, all modules, every advice process and every investment solution.
With proven robust risk rating processes for both accumulation and decumulation.
Free training and ongoing technical assistance for the lifetime of the licence.
Join more than 30% of UK advisers who are already using Engage and benefiting from Defaqto’s 30 years’ experience.
Lines are open between 9am-5pm, Monday to Friday.
Contact our sales team to learn more about our membership options.
(choose option 1)