SimplyBiz to add Defaqto's Engage solution

“We will help firms give more advice, to more clients”

Jaskeet Briah
clock • 1 min read

SimplyBiz will add complimentary access to Defaqto’s newly enhanced ‘Engage’ solution for member firms.

Last month, Defaqto announced it was extending its Engage offering and incorporating its adviser software into a single financial planning tool within it in a bid to "reduce costs, improve compliance, and drive revenue" for advice firms. Engage now includes cash flow planning, risk profiling, protection research, suitability report production and customer relationship management integrations in a single package, without the need for additional licensing. The financial planning system will upgrade the current solution available to SimplyBiz members, Centra, with all previously standalo...

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