Defaqto Engage Core and Intelligent Office integration

Join Mike Turner, Research Manager for Funds and DFMs on 5 November at 11am to discuss MiFID II requirements and how to simplify them.

In the webinar, Mike will cover:
• Purpose and scope of MiFID II
• MiFID II suitability and reporting requirements for paraplanners and advisers
• What’s next on the MiFID II agenda?
• How MiFID II requirements can be simplified for paraplanners and advisers

To complete the series, Paola Binns, Senior Portfolio Manager within our credit fixed income team, will be joining Ewan McAlpine, Senior Client Portfolio Manager and Defaqto’s Paul Tinkler. Paola will share with listeners her insights into multi asset investment from a fixed income perspective, considering how fixed income markets have developed over time, how economic cycles affect fixed income asset classes and what fixed income strategies investors could consider as part of a multi asset proposition.

Featuring guest speakers from Defaqto, Asset Risk Consultants, threesixty and AKG Financial Analytics, the webinar will assist professional advisers and paraplanners with the seven step approach to DFM due diligence.

To continue the journey, investment director Nersen Pillay will once again join Senior Client Portfolio Manager Ewan McAlpine and Defaqto’s Paul Tinkler to discuss the difference between strategic and tactical asset allocation, how to use the economic and business cycle to guide tactical investment decisions and why risk adjusted returns matter to multi asset investors.

CPD link: https://emailcc.com/s/6a7eb701d41bc332aff616e7414994d2566a0ea9

Join us to learn more about the latest Defaqto Engage feature in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes.

With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.

Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare

Nersen Pillay, Investment Director within our multi asset team kicks-off the series, joining Ewan McAlpine, Senior Client Portfolio Manager and Defaqto’s Paul Tinkler to introduce listeners to the fundamentals of multi asset investing and provide an insight into strategic asset allocation as well as key elements to consider when assessing or adopting a multi asset investment approach. Use the following link to access the structured CPD once you have viewed the webinar: https://emailcc.com/s/fb9afe436f24e4deb2eebd2614196c77ade446d9

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates 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.

In this webinar, Roger Perry will cover:
- how financial advisers can use multi-asset funds for growth
- how to use multi-asset funds to generate a natural income
- how to use multi-asset funds as a part of your CIP
- how financial advisers can evidence multi-asset recommendations by using Defaqto Engage

This webinar is suitable for financial advisers and paraplanners alike.

In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA.

This presentation was originally presented as a part of the 2019 Defaqto May Roadshow.

Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently.

In this webinar, we will cover:
•Three key areas for successful client reviews
•Engage Core existing holdings workflow demo

With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.

Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare

Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.

In this webinar, we will cover:
• the overall guidelines for suitability letters as required by the COBS rulebook
• Defaqto’s approach to suitability letters
• how this is enabled in Engage Core

Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

In this webinar, Patrick will cover:
• introduction to the multi-asset world
• the process for building a multi-asset solution
• risk scheme
• asset allocation

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

This presentation is intended for financial advisers.

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.