Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you. 

Accumulation, decumulation and research workflows
Engage has a variety of workflows, with each one having a different set of steps, tailored to meet the needs of specific groups of clients. From risk profiling, to research and recommendation you can service a broad customer base, whether they are looking to grow their wealth, saving for a particular life event, pension planning, needing to withdraw an income or protect their family.