Join us for an introduction to the Risk Profiling process within Defaqto Engage to efficiently risk profile your clients.

This webinar will run every Monday and Wednesday at 10:30am.

Discover how to use Engage to ascertain your clients attitude to risk, generate goals and compliantly record your client's attitude to risk, capacity for loss and ESG preferences.

If no times are showing please contact training@defaqto.com or 01844 295544