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Defaqto Engage now integrated with Intelliflo

24 September 2018

Financial information business Defaqto has upgraded integration of its financial planning software solution Engage with back office provider Intelliflo to improve accuracy for adviser firms.

The latest update allows two-way integration for users of Engage Core with Intelliflo; bringing advisers’ customer data, fund and product data into Engage Core and then pushing their recommendations back into Intelliflo to transact.

Defaqto said this improvement would make the process of entering details faster, less prone to errors and more efficient.

In addition, Engage Core and Intelliflo users can use the service in two ways; from a client record in Intelliflo directly into the client summary screen in Engage, or from an Intelliflo plan directly into the Engage goal summary screen with the product selected.

The Engage Core retirement modeller fields such as savings and pensions will also now pre-populate based on information stored in Intelliflo, or can be uploaded manually.

Pan Andreas, head of insight and consulting for funds and DFM, Defaqto (pictured), said: “We have developed Engage Core as a one stop shop for advisers. Integration with advisers’ back office systems is a big part of this. At the same time, we understand that as the demographics change, there is more need to truly explore clients’ retirement needs and expectations.”

Professional Paraplanner