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Defaqto Engage Core and Intelligent Office integration

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.
Recorded Jan 22 2019 31 mins
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Presented by
Roger Perry, Head of Intermediary Sales
Presentation preview: Defaqto Engage Core and Intelligent Office integration

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  • Channel
  • Channel profile
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    As the world continues to wrestle with the pandemic, financial markets seem utterly untroubled. Indeed, some markets have recently set record highs. At the root of it all is bond yields. By understanding the links between bonds and other asset classes, we can see why 2020 has been the best of all possible worlds for some assets—but why a very different set of investments may offer more attractive returns going forward.
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    Surprises come in many shapes and sizes, some good and some bad, but should risk mapped funds surprise clients? With greater volatility in the market and with FCA guidance on what considerations should be taken when investing a client based on their risk profiles, we look at how multi asset risk mapped funds have performed, what to look for when researching and how to fit this in within your investment process.

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    Understand investing for growth, how does it match the risk profile
    Consider the key differences when investing in the fund manager vs investing in the process
    Outline the FCAs guidance to assessing suitability
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    The macroeconomic environment and what it means for income investors
    A multi asset approach for income – key investment approach principles for a consistent outcome
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    Charles Hepworth outlines the benefits of building multi-asset portfolios using global assets and investment vehicles, whilst demonstrating how global investment portfolios may differ to other multi-asset investments available to UK retail investors. Charles also presents an updated view of investment conditions given the current macro-economic environment.

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    An understanding of the benefits of building multi-asset portfolios using global assets and investment vehicles
    A demonstration of how global investment portfolios may differ to other multi-asset investments available to UK retail investors
    An updated view of investment conditions given the current macro-economic environment
  • Creating and managing an investment proposition – Part 1 Recorded: Aug 27 2020 38 mins
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    In this webinar, we will explain:
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    2.How attitude to risk questionnaires can be used
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    4.How expected values, annual returns and drawdown can be expressed
    5.The attitude to risk agreement
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  • DFM due diligence: your questions answered Recorded: Jun 24 2020 54 mins
    Quilter Cheviot welcomes AKG, ARC & Defaqto
    Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it – so that when lockdown is over, you are free to focus on your clients.

    Wondering where to begin?

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  • Defaqto CPD - The value of a value style for income generation by Seneca Recorded: May 28 2020 54 mins
    Steve Hunter, Head of Business Development, Seneca Investment Managers, Paul Tinkler, Insight Development Manager, Defaqto
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    In this webinar, Steve will present the current income landscape. You will:
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    Overall, you will be able to claim 2 hours of CPD from the comfort of your home office. The duration of each webinar will be no longer than 45 minutes and will account for 30 minutes of CPD. For more information, contact Defaqto at marketing@defaqto.com
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    Rupert Rucker, Head of Income Solutions, Schroders and Paul Tinkler, Insight Development Manager, Defaqto
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    In this webinar, we will cover:
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  • Overview of the multi-asset investment market Recorded: Dec 12 2019 35 mins
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  • MiFID II – what’s required? Recorded: Nov 5 2019 47 mins
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    CPD link: https://emailcc.com/s/6a7eb701d41bc332aff616e7414994d2566a0ea9
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  • Title: Defaqto Engage Core and Intelligent Office integration
  • Live at: Jan 22 2019 2:00 pm
  • Presented by: Roger Perry, Head of Intermediary Sales
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