Technology

UK Firm Launches Online-Based Interactive Financial Planning Software

Knud Noelle 27 May 2010

UK Firm Launches Online-Based Interactive Financial Planning Software

Voyant UK, the financial platforms provider which is wholly-owned by Texas-headquartered Voyant, has launched Voyant@Home, which enables advisors to interactively work with clients on all aspects of their financial planning, the firm said.

The web-based service allows intermediaries to offer fee-based advice under the new RDR regime.

Voyant@Home also allows advisors and clients to access Voyant Snapshot, which enables them to see their entire portfolio online on one screen and compare their current asset values with their original and projected future valuations. 

The firm’s vice president, Bob Freeman, said that the new product had performed well in tests with pilot advisor users and their clients.

“Particularly with the growing Treating Customers Fairly requirements which advisors now face, the ability to be able to give clients greater freedom and work more interactively together with them can only enhance the quality of professional financial advice,” Freeman added.

Some of the features of Voyant@Home included allowing the clients to feel more involved in the planning process. This may lead to clients better understanding their financial situation and increase their commitment to their plan of action.

In addition, advisors are able to see the results of their client’s use of Voyant@Home, supporting communication, understanding and integrity, the firm said.

Voyant entered the UK market in June 2009 with the launch of the Voyant Adviser Suite.

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