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Defaqto Engage

Willingness to recommend

3.6/5

Integrations

3.36/5

Value for money

3.85/5

Service

3.74/5
Based on 47 reviews

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About the provider

End-to-end financial planning software Defaqto Engage combines risk profiling functionality with whole of market investment, product and platform research that ensures all recommendations can be successfully transacted for both the accumulation and decumulation phase of investing.

A built-in suitability report writer helps to reduce the amount of time spent on administration. The software also offers several investment workflows that cater for all advice philosophies. These include the ability to carry out client reviews by analysing existing client portfolios, a wide range of risk rated multi-asset funds and DFM managed portfolios, plus a unique way of assessing historic yields of natural income funds and Income Drawdown strategies.

Additionally, users can compare current and historic CIC policies and analyse defined contribution pension switch scenarios by subscribing to Engage’s CIC Compare and Pension Switching modules.

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Ownership:

Defaqto

NextWealth analysis

Defaqto Engage doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

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Integrations

Based on 47 reviews
3.36/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research

intelliflo office (intelliflo)

Xplan (Iress)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

Defaqto

Reviews

Willingness to recommend
Integrations
Value for money
Service
It is free to use and is very user friendly
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
Don't know the answer as so not try to integrate it
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
I find Centra a little difficult to use but it's included in my Simplybiz fees
Anonymous May 2022

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