10 June 2020

Video conferencing now available in Defaqto Engage

Video conferencing now available in Defaqto Engage

The independent financial information and technology business, Defaqto has today launched its own video conferencing and screen sharing capability in its financial planning software Defaqto Engage.

To ensure advisers continue to interact with their clients with ease and in response to the Covid-19 pandemic, Defaqto's in-house developers have created conferencing functionality that is independent of third-party software and does not require any downloads for either adviser or client. This new capability is compatible with the Chrome, Firefox, Safari and the latest Edge browsers.

This latest update to its end-to-end financial planning software, the video conferencing capability can be launched with 1-click and meeting invitations can be sent directly to clients from Engage.

Paul Dagley-Morris, CTO at Defaqto comments:

“COVID-19 has brought about rapid change within the financial advice industry. Almost overnight, advisers have had to find new ways to keep in touch with their clients. At Defaqto, we're continuously looking at ways in which our technology and data can support how advisers work. This is just one part of our user experience development, to support our users to ensure business interruption is minimised and that communicating with clients is as easy and efficient as possible.

“Over the last three months we've also made attitude to risk questionnaires available to share and retrieve via email and where we have previously organised face-to-face training sessions and events (including CPD), we are now delivering all of this remotely.”

If you have any further queries regarding the new Video meeting functionality or you would like to book training on the system, please contact Defaqto Customer Support on 01844 295544 or email customersupport@defaqto.com.

More From the Newsroom

“We’re delighted to be awarded this accolade by Best Companies, made all the more important as it’s been voted for by our people.

Our people are our driving force, and when they succeed, so does the business. Thank you to everyone who makes Fintel what it is.”

Matt Timmins, Joint CEO

"Schroders and Fintel have worked closely together for a number of years and I am delighted that they have chosen to further strengthen this relationship by joining our Risk Controlled range. Fintel exists to help the market operate more effectively and with the continued success of the Managed Distribution and Risk Controlled we continue to deliver the technology and insight led solutions the industry needs to ensure better consumer outcomes."

Matt Timmins Joint CEO 

"Fintel has delivered a solid financial performance in the first half of the year, trading in line with expectations. Growth in our core business has been strong, delivering increased revenues, earnings and cash, while maintaining EBITDA margin and quality of earnings. We are confident of meeting our full year expectations and longer-term growth ambitions."

Matt Timmins Joint CEO