Engage virtual event

About the Engage virtual

Our virtual session running from 10:00-11:00 that will give you the opportunity to hear about our end-to-end financial planning software Defaqto Engage. We will be sharing with you overviews on each area, and in addition demonstrations from Engage itself. 10:00 Welcome, Roger Perry, Head of Intermediary Sales 10:05 Building and reviewing portfolios to match your clients risk Investment workflows (Risk Rated funds/DFM MPS, Risk controlled, TAA, model portfolios) 10:30 Defaqto risk rating analysis Risk rating process – interview with Danny Luggah on how we risk rate MA funds 10:40 IO and XPLAN integration demonstrations IO and XPLAN integration 10:55 Engage update 11:00 Close of event The session will be delivered by Roger Perry, and Josh Deacock. There will be opportunities for questions throughout the session.