But did you know that there ’ s a one-stop-shop for all your Engage support built into our member and client websites ?
From the Support Hub you can access :
Self-Service Help
Here we ’ ve brought together all the available support from both Simplybiz and Defaqto all into one easy to access place . This includes up-to-date video guides and user guides direct from Defaqto , plus tons of relevant documents and templates , from due diligence docs , risk profiles and ESG questionnaires to the “ What ’ s New ” guides which detail the changes made with every upgrade .
Training
Here you can find all the available bimonthly workshops we put on to support our Engage users , which have proved extremely popular since we relaunched in our short and more subject focused format .
Defaqto also put on their own regular webinars which you can also access and book onto from this section .
Help , support and FAQs
You can also find the contact details you ’ ll need if you require system support or added help from our own Adviser Technology team , alongside some FAQs which might help answer your questions .
Visit the Defaqto Engage Support hub
bit . ly / engage-support-sb bit . ly / engage-support-cf bit . ly / engage-support-sifa
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