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Defaqto Engage

john.gartland
Iress People

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

 

Integration summary

Defaqto Engage is end to end financial planning software, so whether your clients are investing for growth or to generate an income, Defaqto Engage can help you capture your clients’ risk profile; conduct investment research; produce audit reports and oversee client reviews.

Automatically share the latest client details, plans and valuations with Engage, without the need to rekey data. Once your client research is completed and a recommendation is made in Engage, all reports and documents are seamlessly returned to XPLAN.

Software type: Financial Planning Software

Locale(s):  UK,  AU

Contact details for integratorDefaqto Customer Support – 01844 295544 – support@defaqto.com

Website for integrator: Defaqto.com/adviser

Description provided by the integrator:

Our research tells us that a third of advisers use six different pieces of software to carry out their routine financial planning work. That’s six different things to learn and pay for. Running a disjointed advice process is inefficient, costly and increases the margin for error. Engage is end to end financial planning software, so whether your clients are investing for growth or to generate an income, Defaqto Engage can help you capture your clients’ risk profile; conduct investment research; produce audit reports and oversee client reviews. Here’s how:

Risk profile

  • Built-in risk profiling helps you capture your clients’ agreed risk level
  • Choice of market leading risk profile questionnaires
  • Projection graphs illustrate the potential returns and levels of income generated by your clients’ investments which facilitates capacity for loss discussions

Research

  • Integrated platform, product and investment research ensures all recommendations can be successfully transacted
  • Configure Engage easily to reflect your central investment proposition and client segmentation
  • Data is constantly reviewed to make sure you meet the latest regulatory requirements (PROD and MiFID)
  • A choice of workflows that cater for all investment philosophies which include over 1000 risk rated multi asset funds and DFM managed portfolios, along withthe ability to construct and save your own model portfolios

Recommend and report

  • Produce comprehensive research reports that provide a clear audit of your recommendation

Review

  • Establish if your clients’ investments continue to match their agreed risk level
  • Monitor performance and charges (including MiFID costs)
  • Client summary reports help you monitor your clients’ progress toward their financial goals

Automatically share the latest client details, plans and valuations with Engage, without the need to rekey data. Once your client research is completed and a recommendation is made in Engage, all reports and documents are seamlessly returned to XPLAN.

This 2-way integration comes at no additional cost but you will need the latest version of Engage or SimplyBiz Centra. We offer demonstrations and free trials. To find out more please call Defaqto on 01844 295546, or email sales@defaqto.com for more information.

 

 

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

  • If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
  • If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
  • If you outsource your site administration to Iress:  This integration may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

 

In your third party integrator software: 

  • Please contact Defaqto, on 01844 295546, to initiate the integration setup in Engage.
  • Once setup in Engage, login to Xplan (standard Integration set up above).

 

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