30 Jan 2019
Defaqto has worked in collaboration with Eversheds Sutherland to enable and facilitate suitability reports templates in Engage Core to provide a fully integrated end-to-end financial planning tool to advisers. These suitability reports templates complement the current reporting capabilities of Engage Core, which means advisers don’t need to switch tools throughout the advisory process. By using the suitability reports templates within Engage Core, advisers save time as content is pulled from their research sessions in Engage and there are references to the research report. Thus, they can satisfy compliance requirements while staying in one workflow.
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