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.