Defaqto Engage is a planning suite for advisers built around Defaqto’s own market research data. Its research engine supports a core advice question: why this product, this platform and this investment for this client, and what else was considered? Advisers and paraplanners run that research for new business and reviews. Firms also use it to build and maintain a centralised investment proposition, and the record it leaves is what a compliance reviewer reads to see how a choice was reached.