Voyant launches fact-find technology
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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.
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