Defaqto Engage is an adviser research and financial planning system, and this overview covers its risk profiling workflow: the questionnaires, projections and records an adviser uses to reach and evidence an agreed risk level with a client. A questionnaire score is only the starting point. Advisers and paraplanners use Engage where that score has to become a risk level the client has agreed to, in new business meetings and at review. For compliance teams, the same process provides what a score alone cannot: a written account of why the client ended up where they did.