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Defaqto: KIIDs and fund documents included in Engage Core

Technology news for Financial Advisers & Paraplanners

6 Dec 2018

Defaqto: KIIDs and fund documents included in Engage Core

Defaqto has added Key Investor Information Documents (KIIDs) and fund factsheets to Engage Core, our award-winning end-to-end financial planning software, to further the offering we provide.

We work closely with networks and advisers to make developments to our financial planning software. This latest upgrade provides you with instant access to essential details on funds and investment products within Engage Core, meaning you don’t have to search for them elsewhere. By streamlining this aspect of the financial planning process, you’re able to conduct fund research on behalf of your clients in a faster, more efficient way, saving you time and ensuring accuracy.

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