Giving fund, platform and product recommendations with the research workflow
The research workflow has been designed to help you with all your clients, whether they are building their wealth, planning for retirement, looking to withdraw an income or protect their family. The workflow allows you to perform research across funds, products and platforms either on its own or combined with one of our other workflows.
Whole of market, independent data
Defaqto collects and updates comprehensive data on over 19,000 funds, platforms and products on a daily basis. We have 60 analysts working every day to ensure you’ll always have up-to-date information you can rely on.
Choice of portfolio construction method
Engage allows you to choose from four portfolio construction methods, providing flexibility in investment strategy. The options are; risk rated multi-asset funds, risk rated DFM managed portfolios, single-asset optimised target asset allocation and manual selection. Find out more about our Risk Profiles and how we risk rate funds.
Time saving templates
Engage allows you to create and manage templates, to save frequent search criteria, across all three areas. This will save you time, as you don’t have to re-enter the basic criteria every time or you can create templates for specific client scenarios. Templates can also be used to ensure consistency across your business if you have multiple users.
Data visualisation and analysis
Once you have refined your search down to your shortlist, Engage has a number of ways to visually display data about them, to aid the analysis of the options to help you find the best one for your client. Engage will allow you to compare up to 5 options side-by-side, the details of which can quickly be added to the full research report as part of your audit trail or to demonstrate to your clients why you are making your recommendation.
Want to know more about using panels for fund research in Engage?