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Webinar: Defaqto Engage Core and Intelligent Office integration

Technology Webcast for financial advisers and paraplanners

11 Jul 2019

Webinar: Defaqto Engage Core and Intelligent Office integration

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

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