Financial planning technology specialist Voyant UK today announced the launch of its new ‘fillable’ fact-find technology, which allows seamless transfer of client-specific data from a .PDF file into the Voyant Adviser solution.
The new .PDF (Adobe Acrobat) version of the Voyant fact find can be easily and quickly completed by the client or the adviser, including any extra data needed by advisers for compliance purposes.
Personal Touch, one of the UK’s largest adviser networks, today announced confirmation of its ‘Vision 2013’ strategic realignment project – designed to maximise future growth and development prospects in the post-RDR marketplace.
Financial planning technology specialist Voyant UK today announced the launch of its new ‘touch-friendly’ optimised user interface. With rapid growth in the tablet and ‘touch-based systems’ market, Voyant UK has worked with its 500+ user firms to develop a whole new user experience which delivers enhanced presentational capabilities and performance.
Risk profiling specialist, FinaMetrica, today announced the completion of a new initiative with Margetts Fund Management Ltd (‘Margetts’), providing descriptions of risk with historical returns for use with Margetts Risk Rated range of funds.
Since June last year the company has seen a 125% increase in user numbers with over 520 adviser firms now subscribers of the Voyant Adviser online cashflow planning solution. Together with many smaller ‘new model adviser’ firms, Voyant is also used by major names such as UBS, Novia, Close Brothers, SG Hambro and Broadstone.
UK clients of Morningstar and FinaMetrica will soon be able to link the risk scores from FinaMetrica’s best practice psychometric risk tolerance test to Morningstar’s optimised model portfolios.
This will provide clients of both companies with a robust methodology to match the needs of investors to their investments, which has become an imperative for advisory businesses in the light of the FSA’s recent guidance paper on suitability.
Leading financial planning application suppliers, Voyant and FinaMetrica, today announced an alliance to provide financial planners and wealth managers with the ultimate, best of breed financial planning and risk profiling platform.