IN Partnership adopts Defaqto’s Aequos Engage

IN Partnership is to provide Defaqto’s Aequos Engage product selection tool as part of its partnership package.

Following a review of all aspects of its business, IN Partnership has decided to move away from its long-standing supplier in favour of Defaqto.

Defaqto’s Aequos Engage was launched earlier this year and is specifically designed for use by IFAs. The product covers pension, protection and investment products can be used online or downloaded for remote use. It also has the capability of seamless integration with back office CRM systems and web-based quotation portals.

Roger Perry, national account manager at Defaqto, says: “We are absolutely thrilled that IN Partnership’s evaluation of our product against the competition has led to their decision to switch to Aequos Engage. This powerful product selection tool will help empower IN Partnership’s partners to continually meet the challenges posed by regulation and product complexity.”

Anita White, business development director at IN Partnership, says: “We have always endeavoured to remain at the forefront of IT development and thus provide our members with the latest software that will enable them to offer an unrivalled service to their clients. We believe that the adoption of Defaqto is a move that will strengthen the network’s offering to its advisers and give added-value to them.”