Defaqto upcoming event – Engage webinar 22nd February
In addition, the Engage experts will look at how you can use Engage to maximise your client’s ISA allowance, make pension top-ups, and help clients consolidate their assets to other platforms and funds.
Engage gives you a faster, smoother, more compliant customer experience through the UK’s most comprehensive package of seamlessly integrated tools.
To find out more and secure your spot click here