"When Defaqto asked me to take part in the pilot scheme using ATEB suitability within Aequos Engage I was sceptical about the claims being made for the report writer, however, having used the system, I am thoroughly impressed by how professional the output is and how easy it is to use."

Alan Kerr
Alan F Kerr Financial Services

 

"There are so many different suitability letter writing systems on the market, ATEB suitability built into Aequos Engage is definitely the market leader. It is remarkably intuitive and makes the report highly personalised to the client and is so much quicker than anything else I have come across."

Andrew Sotiriou
Ethical Financial Management

 

"It’s good to see Defaqto listening to feedback from its customers and using this in its product development. The new functionality enhances the product and shows its commitment to supporting advisers through the research and sales process."

Ian Osborne
Granite Financial Management