Complimentary Defaqto Engage Licence

We were the first business support company to offer a complimentary Defaqto Engage package to all of our adviser firms.

Utilising the analytical skills and industry experience of its dedicated research team and investing in the latest technology, Defaqto has developed a solution that provides advisers with a sustainable competitive advantage in an increasingly regulated market.

The system is updated daily with real-time data
Defaqto Engage offers unrivalled whole of market product coverage supplied by one of the UK's largest teams of independent researchers
Defaqto Engage can be used offline giving users the flexibility to conduct a product search anywhere
Defaqto's unique DNA system allows you to rank products based on the FactFind whilst an 'importance' indicator lets you choose which criteria means most to your client
The system enables you to research and compare products, funds and fund performance at the same time
Detailed reporting includes fund fact sheets, asset allocation breakdowns and suitability letters; all of which can be customised to your client
Defaqto Engage also allows you to save your research mid-session and recall the information at a later date providing a flexible research facility to meet the demands of your working day
The system gives you the flexibility to create and maintain research templates and panels of products and providers
Defaqto Engage has the facility to integrate with back office CRM systems and web based quote portals
A comprehensive range of FREE training options are available to enable you to make the most of the system
You will have access to Defaqto's Customer Service team which is available from 9am to 5.30pm five days a week

As a SimplyBiz member, you will have access to this system, and all the additional benefits listed above, at no cost to you.

Pioneering.