Thursday, 14 June 2018 12:24

Defaqto launches new Financial Planning tool for advisers

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Defaqto has launched a new tool aimed at Financial Planners and advisers.

The firm says the new Engage Core “provides all financial advisers’ Financial Planning tools in one end-to-end solution.”

The system uses a range of workflows to advisers manage their Financial Planning process all in one place, including from risk profiling through to product, platform and fund research and recommendation, generating an automatic audit trail.

Defaqto said Engage was already in use by 49 out of the top 100 adviser companies.

Pan Andreas, head of insight and Consulting for funds and DFM at Defaqto, said: “The advice process and the software solutions available to support it can be very fragmented.

“There are many technology tools for advisers to use at various stages of the financial planning journey.

However, most of them are designed with only one particular stage in mind.

“There are also significant risks, such as errors in re-keying information, associated with having multiple Financial Planning tools that are unable to integrate together.”

He added: “With the all new Engage Core advisers can create, store and manage client information, investment goals all in one place and seamlessly integrate with their back office, ensuring a consistent and efficient advice process.”


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Last modified on Thursday, 14 June 2018 12:36
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