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Specialist Integrations

Defaqto Engage

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Integration Functionality

  • Analyse
  • Engagement
  • Implement
  • On-board
  • Recommend
  • Report & Communicate
  • Review

Connect Defaqto Engage to Plannr for no additional fee. Automatically share the latest client details, plans and valuations with Engage, without the need to rekey data. Once your client research is completed and a recommendation is made in Engage, all this information is then seamlessly returned to Plannr, ready for transaction.

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

  • Risk profiling
  • Client reviews
  • Product, platform DFM and fund research
  • Cashflow modelling
  • DC pension switching
  • ESG data for funds and DFM MPS as well as qualitative ESG reviews and an ESG ATR
  • Income drawdown
  • Pension and ISA top up capability
  • PROD data
  • KIIDs and Provider fund fact sheets

So, whether your clients are investing for growth or to generate an income, Defaqto Engage gives you the power to model their financial objectives; capture their risk profile; conduct investment research; produce suitability reports and oversee client reviews – all in one place.