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Home About Defaqto What is Aequos Engage? View the Demo Order a FREE Trial Register for Engage Request Training Videos, Case Studies & Guides Installation Requirements Aequos Engage Install Aequos Engage CRM Install Events / Exhibitions Customer Feedback Partners Find an Adviser Media Zone Engage Help System Contact

Defaqto has produced a number of documents, video presentations and podcasts designed to help you get the most from Aequos Engage. Release Notes & Download Guide The latest Aequos Engage release notes and Download Guide can be viewed within the PDF documents below. Aequos Engage Release version 2.0.0.2 (April 2008) Aequos Engage Release version 2.0.0.1 (March 2008) Aequos Engage Download Guide (March 2008) Aequos Engage Release version 2.0.0.0 Aequos Engage Download Guide Case Studies Defaqto has constructed a series of practical case studies to guide you through the research process. Personal Pension Case Study Unit Linked Bond Case Study Distribution Bond Case Study Investment ISA Case Study Help Guide Defaqto has produced a useful Help Guide designed to guide you through the Aequos Engage system and its functionality, including the Administration area where you can construct research templates and product and provider panels. This guide will also be used as part of the free training workshops held at venues around the country. Engage User Guide You can see our range of online training videos by way of the link below. Aequos Engage Training Videos You can view an overview of our telephone training topics by way of the link below. Telephone Training Overview Third Party Integrations Defaqto's Aequos Engage integrates with a number of third party back office propositions, quotes portals and document creation specialists. The following documentation describes how to establish links to and utilise some of those integrations. Assureweb Integration Guide Plum Software Integration Guide How to use the Suitability Report Writer Defaqto Podcasts The Defaqto Insight Team produce podcasts on a range of subjects. Please click on the links below to download your free copy. What is Defaqto QuantRater? How to use Defaqto QuantRater Using Alpha ratio's as part of the fund appraisal process We hope you find this information useful but if you have any further queries, please contact the Defaqto Training Team on 0800 987 8487 or via email at training@defaqto.com