Defaqto Engage Core and Intelligent Office integration

Presented by

Roger Perry, Head of Intermediary Sales

About this talk

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. Join us to see: • How easy is to launch Engage from Intelligent Office • How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO • Where in iO you can find your automatically created your client’s risk profile and research reports This webinar is intended for financial advisers and paraplanners.

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