Simplicity

Aequos Engage is the next-generation product research and analysis solution for Advisers. Not only is it simple to use but it follows the normal advice process. A five minute demonstration is all you need to understand how it works. In 45 minutes you can be an expert user.

Built on the latest technology, the system is updated daily with real-time data. It can also be used offline so you can conduct a product search anywhere – when working from home or when you’re with a client. Aequos Engage has the facility to integrate with existing back office CRM systems and web-based quote portals creating a seamless process for managing client relationships.

Results

Depending on the complexity of the financial product or client situation, Aequos Engage can sift through thousands of options and find the product that most suits your client’s needs in a matter of minutes. The research process will create a full audit trail for compliance purposes.

The reporting options are evidence of the system’s scope. With research to reporting in minutes, you should experience increased profitability through Aequos Engage’s time saving benefits for reporting, analysis, recommendation, and review.

Functionality

Aequos Engage users are able to research and compare products, funds and fund performance all at the same time.

Defaqto’s unique DNA system allows you to rank products based on the Factfind while a new ‘importance’ indicator lets you choose which criteria mean most to your client. 

Detailed reporting includes fund fact sheets, asset allocation breakdowns and suitability letters; all of which can be customised for you and your client.

This places Aequos Engage as the premier research system to complement the advice process and achieve best practice.

Compliance

Aequos Engage supports compliance requirements with ease. Having identified the most suitable products for your client, the reports illustrate the reasoning behind your recommendations.

A product or policy’s entire range of features can be viewed, exported and saved as part of the selection process to be used at the time of client consultation, or referred to at a later stage for research and compliance purposes.

Drawing on twelve years of financial research and ‘best advice’ experience, Defaqto has built a system that provides Advisers with a sustainable competitive advantage in an increasingly regulated market.

Support

Your time is precious. Defaqto provides a level of assistance that ensures adoption of any new system is easy and efficient. Customer Service Support is available from 9.00am-5.30pm five days a week and Defaqto is constantly running free training seminars at locations around the country. Defaqto’s experienced and highly skilled support consultants offer technical support and telephone demonstrations so that you needn’t leave your office to receive effective training.

Enhance your advice process. Aequos Engage is the easiest, fastest, most accurate and cost-effective ’best advice’ solution.

Aequos Engage is the premier financial research system to complement the advice process and achieve best practice.

Speed
Simplicity
Compliance
Support