TECHNICAL TALK
We recently announced the upgrade of Centra to Defaqto Engage . The great news is that you can start your journey to Engage Premium now – all you need to do is tell us that you want to upgrade , and we ’ ll do the rest .
Defaqto Engage is an end-to-end system which is used by a third of UK advisers and features the UK ’ s most comprehensive and connected functionality , including cashflow planning , client risk and ESG , portfolio design , product research , retirement income and pension switching , and a full suite of suitability reports .
Neil Stevens , Joint CEO of SimplyBiz and Defaqto parent company , Fintel , commented :
“ The upgrade to Engage delivers the UK ’ s most comprehensive and connected suite of advice solutions available to our members .
We will help firms give more advice , to more clients , with greater efficiency and more client engagement . This ensures they can continue to deliver the best possible outcome for each individual client . We are delighted to be bringing this upgrade to our members as we invest in our services and in their future success .”
WHY SHOULD I UPGRADE ?
You can upgrade two of your current licences to Engage Premium for no extra cost , with the option to upgrade further licences at a greatly preferential rate .
Each Premium licence offers a comprehensive package of seamlessly integrated tools which reduces the complexity , risk and cost associated with multiple systems .
Defaqto Engage is used by around a third of UK advisers and incorporates all the components required for a world-class financial planning journey in a single , comprehensive package without the need for additional licencing .
This will save you money on other systems and add-ons that you ’ ll no longer need and provide much needed efficiencies as your advice journey flows seamlessly through a single system . HOW MUCH WILL IT COST ?
All member * firms benefit from 2 complimentary Engage Premium licences , a fantastic saving of £ 300pm on market rates !
Additional licences can also be purchased for a significantly discounted rate of £ 80pm ( RRP £ 150pm ) and if your firm has any Centra user with additional modules , all users can upgrade to Engage Premium for just £ 30pm per user .
Engage Premium
Centra
Cashflow Modelling |
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Risk Profiling |
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Research |
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Pension switching |
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Product & platform switching � £
CIC compare |
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Income drawdown |
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Recommend and report |
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Review |
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LEARN MORE
LEARN MORE
LEARN MORE
ASK A QUESTION
Email engage @ simplybiz . co . uk with your questions about upgrading to Engage Premium .
MAY 2024 | 9