FINANCIAL TECHNOLOGY

With all the components to enable world-class financial planning already in place , its upcoming user experience ( UX ) upgrade is set to make Defaqto Engage the system to have in 2025 .

Recent highlights from Defaqto Engage : Jan 23 Cashflow modelling added Nov 23 Product and platform switching launched May 24 DFM MPS comparator integrated

April 24 New all-in-one Premium licence launched ( inc . free upgrade for Simplybiz members )

Sept 24 Premium upgrades surpass 1,000 amongst Simplybiz members

After several years of evolution and improvement , focussed on developing musthave tools for the modern adviser , the next release of Defaqto Engage is set to help its users work even more intelligently and efficiently than ever before . With a truly end-to-end advice process topped by a smooth user experience , this will make Defaqto Engage the must-have financial planning system in 2025 . Let ’ s take a look at why this might be the case , and what advisers can expect from upcoming releases .

Everything in one place

In April , Defaqto Engage relaunched as an all-inone system offering all the financial planning tools in one single , comprehensive package , without the need for additional licencing . With more advice functions – such as product switching tools , critical illness comparison and new and improved cashflow modelling – all in one place , this reduces complexity , minimises errors and reduces costs associated with multiple systems and staff training . The new licence – also known as Defaqto Engage Premium – has proven a huge hit amongst Simplybiz members , with more than 1,000 users switching within months , helped by the complementary and discounted licences available through their membership .

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The new Engage experience

And now , on top of this already powerful all-in-one planning tool , the UX is about to be greatly enhanced . This UX evolution will introduce a streamlined , intuitive and easier to navigate user interface . Clear , simple menu options and more visually advanced home screens all work together to help busy advisers and paraplanners get to their next task quicker . More visual overlays also help guide users through their workflows in a smoother and more intelligent manner .

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