Defaqto Engage

Smarter financial planning with Defaqto Engage

Defaqto Engage is an all-in-one system that helps you deliver exceptional financial advice, from start to finish. With Engage, you can provide a faster, smoother and more compliant customer experience through the UK’s most comprehensive package of seamlessly integrated tools.

More than 30% of advisers are already using Engage to stay ahead, with £50bn worth of recommendations flowing through the system.

Don't miss out - with our new member offer, now is the perfect time to elevate your financial planning.  

Member offer

As a Paradigm member, you can access fully subsidised, additional Engage Core licenses, and from February 2025, upgrade up to two existing Engage Core licenses to Engage Premium at no extra costs.

Your Engage Core licence includes access to:

• Risk profiling with an integrated fund, platform and product research for both accumulation and decumulation
• Existing fund holdings risk assessment
• Adviser led model portfolios / CIP
• An Income Drawdown Workflow for decumulation
• Access to Tatton’s MPS and funds all of which are fully risk rated
• Two-way full integration with Intelligent Office, Xplan & Plannr

New from February 2025:

• Cashflow modelling
• Pension Switching
• Product and platform switching
• CIC Compare
• MPS Comparator

Register for your Engage licenses here.

Training and Support

Less rekeying and fewer errors

Engage integrates seamlessly into back-office systems like Intelliflo Office, Plannr and Xplan on a two-way basis, providing a consistent methodology and a repeatable advice process that supports ongoing suitability.

Register for your Engage licenses here.

Get in touch

Want to know more about Engage? Call us on 01844 295 546, or email [email protected].

The Defaqto Customer Success team will contact you to discuss your needs, explain how Engage can be configured to reflect your advice process and book your training.