Defaqto Engage

Powering the advice processes of tomorrow

Defaqto Engage is an all-in-one system that helps you deliver exceptional financial advice, from start to finish.

It gives you the power to provide a faster, smoother, more compliant customer experience through the UK’s most comprehensive package of seamlessly integrated tools.

More than 30% of advisers are already using Engage to give their businesses a competitive edge, with recommendations of £43bn going through the system.

Offer for Paradigm members

As a result of our partnership, all Paradigm member firms can claim fully subsidised additional licences*. With Defaqto Engage you can:

• Offer the best advice every time, with comprehensive research data for product, platform and DFMs, combined with robust and consistent methodology. 
• Reduce your compliance risk using a repeatable advice process that supports ongoing suitability.
• Increase AUA by promoting your CIP and/or other preferred investment solutions as well as consolidating external pension, platform and ISA products on to your key platform partners.

Differentiate your offering with a financial planning package that suits your needs.

• Cashflow modelling – see how different scenarios will impact a client’s lifestyle each year, pre and post-retirement. 
• A DC pension switching service - Compare whether clients should stay or switch their pensions. 
• A platform and product switching module - Total cost comparison allowing you to compare multiple platforms, GIAs, ISAs, Junior ISAs, and bond scenarios quickly and easily. 
• CIC Compare - see current and historic critical illness policies side by side, covering 145 conditions.  

Register for your Engage licenses here.

 

Less rekeying and fewer errors

Engage seamlessly integrates into back-office systems like Intelliflo Office, Plannr and Xplan on a two-way basis, providing a consistent methodology and a repeatable advice process that supports ongoing suitability.

Get in touch

If you’d like to find out more about Engage, call us on 01844 295 546, email [email protected].

The Defaqto Customer Success team will contact you to discuss your requirements, explain how Engage can be configured to reflect your advice process and book your training.

Register for your Defaqto Engage license here.
 

Included in your fully subsidised Engage licence:

• Risk profiling with an integrated fund, platform, and product research
• Existing fund holdings risk assessment
• Adviser led model portfolios/CIP
• Income Drawdown and Natural Income Workflows for decumulation clients
• Access to Tatton's fund and DFM MPS all of which are fully risk rated
• ESG questionnaire and research across funds and DFM MPS
• KIIDs and Provider Fund Factsheets
• Client summary/review reports
• Two-way integration with Intelligent Office and Xplan
• Free technical support and training by contacting us at [email protected] or calling us at 01844 295544 between 9am and 5:30pm

*This arrangement applies to any additional Engage licences taken out on top of your firm's current Engage licensing arrangements on or after 5th July 2022.

Here to help everyone make smarter financial decisions.