Defaqto Engage is the next-generation product research and analysis solution for Advisers. Not only is it simple to use but it follows the normal advice process.
Built on the latest technology, the system is updated daily with real-time data. It can also be used offline so you can conduct a product search anywhere - when working from home or when you're with a client. Aequos Engage has the facility to integrate with existing back office CRM systems and web-based quote portals creating a seamless process for managing client relationships.
As an IFA you want to provide comprehensive, thoroughly professional advice every time. So you need the fastest research analysis tools available. That's why you'll find Defaqto Engage so indispensible.
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