Defaqto Engage Core and Intelligent Office integration

Presented by

Roger Perry, Head of Intermediary Sales

About this talk

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.

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Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.