How to build and review portfolios to match your clients risk
27 September, 10:00-11:00
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.
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