Start 2025 smarter: Streamline your financial planning with an exclusive Paradigm member offer
Guest Blog Writer: Roger Perry, Head of Intermediary Sales at Defaqto
5 March 2025With a new year underway, now is the perfect time for adviser firms to streamline their processes and enhance their financial planning tools.
Unlock the power of Defaqto Engage.
Defaqto Engage eliminates the need for multiple systems, training sessions, or added licensing costs. It consolidates everything adviser need into one comprehensive, easy-to-use package including:
- Cashflow modelling
- Risk profiling
- Investment, platform, and product research
- Pension switching
- Product and platform switching
- CIC Compare
- Income drawdown
- Recommend and report
- Annual and ongoing suitability client reviews
- MPS Comparator
Paradigm Members can now experience the full power of Defaqto Engage Premium, which provides access to all the tools advisers need to elevate their financial planning.
Member options:
- Members can opt in to convert up to two existing Engage Core licences to Engage Premium at no extra cost
- For those needing more than two Premium licences:
- Additional Engage Core licences can be upgraded to Engage Premium at a preferential rate.
- Brand new Engage Premium licences can also be purchased at preferential rates.
These options allow advisers to expand the use of Defaqto Engage at a fraction of the cost, ensuring that all advisers have access to the tools they need to succeed.
Unlock your licences today!
A trusted solution used by over 30% of UK advisers
Defaqto Engage has proven to be an invaluable tool, helping advisers manage over £50 billion worth of recommendations. Seamless two-way integration with back-office systems like Intelliflo Office, Plannr, and Xplan reduces manual entry, cuts down on errors, and ensures a consistent methodology throughout the advice process. This integration saves time, strengthens compliance, and supports ongoing suitability, making it easier for advisers to stay on top of regulatory requirements.
Defaqto Engage has been designed to elevate practices by delivering powerful benefits across three key areas:
- Improve compliance: A repeatable, consistent advice process lowers compliance risks and ensures ongoing suitability.
- Increase efficiency: Streamline operations and reduce the complexity of maintaining and integrating multiple systems.
- Grow revenue: Deliver a confident, client-centric advice journey that drives sustained growth in assets under advice (AUA) and boosts client retention.
And, on top of this already powerful all-in-one planning tool, Defaqto Engage is set to become even more effective with a major user experience update that will take efficiency to the next level.
The new, streamlined interface will feature clearer menu options and more visually advanced home screens, enabling advisers and paraplanners to quickly navigate to their next task. Enhanced visual overlays will guide users through their workflows in a smoother and more productive way.
With these updates and a new and improved member offer, now is the perfect time for advisers to streamline operations, enhance compliance, and improve client outcome - saving valuable time and resources. This is an opportunity to start the year with a smarter, more efficient approach to financial planning.
Access Member offer.
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Phone: 01844 295 546
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