Defaqto has launched its own video conferencing and screen sharing capability in its financial planning software, Defaqto Engage.
To ensure advisers continue to interact with their clients with ease and in response to the Covid-19 pandemic, Defaqto’s in-house developers have created conferencing functionality that is independent of third-party software and does not require any downloads for either adviser or client.
This new capability is compatible with the Chrome, Firefox, Safari and the latest Edge browsers.
This latest update to its end-to-end financial planning software, the video conferencing capability can be launched with one click and meeting invitations can be sent directly to clients from Engage.
Paul Dagley-Morris, CTO at Defaqto, said: “Covid-19 has brought about rapid change within the financial advice industry. Almost overnight, advisers have had to find new ways to keep in touch with their clients.
“At Defaqto, we’re continuously looking at ways in which our technology and data can support how advisers work. This is just one part of our user experience development, to support our users to ensure business interruption is minimised and that communicating with clients is as easy and efficient as possible.
“Over the last three months we’ve also made attitude to risk questionnaires available to share and retrieve via email and where we have previously organised face-to-face training sessions and events (including CPD), we are now delivering all of this remotely.”
