A third of advisers routinely use six financial planning systems
That’s six different systems to purchase, learn, and run together. Bringing these together into one frictionless process helps you work more accurately and efficiently. So you can service more clients, deliver better financial outcomes, and run a more profitable business.  

Get extra peace of mind knowing that it’s powered by Defaqto’s data. This covers more than 21,000 funds, platforms, DFM MPS and products, with consistent and robust methodology created and monitored by experts. And it’s a brand that’s recognised by 72% of your clients. 

More than 30% of advisers are using Engage to give their businesses a competitive edge, with recommendations of £50bn going through the system.