Press

Financial planning technology experts Voyant today announced the launch of its 'Canvas' technology platform which will support a new generation of 'Enterprise' solutions. First to go live will be 'SnapShot', an online aggregation hub providing 'one view' portfolio access across a client's investments, assets and liabilities.

MASECO Private Wealth (MASECO) has chosen platform intelligence provider Voyant UK to deliver financial planning strategies to its international clients.

AXA Wealth announces a new partnership with software developer Voyant to provide financial planning support for users of the Elevate platform.

Voyant UK today announces a significant enhancement to Voyant Adviser, the UK-specific web based financial planning platform, that aims to solve one of the biggest disconnects in the financial services industry.

Leveraging Amazon Virtual Private Cloud, Voyant Offers Secure, Reliable and Flexible Solutions for Financial Institutions AUSTIN, Texas, Oct. 6, 2009 – Voyant today became the first financial planning software provider to offer customers dedicated enterprise services using Amazon’s Virtual Private Cloud (VPC).

Tell me about the Voyant Adviser tool? The best way to describe the tool is as a collaborative cash flow modelling tool. It invites the adviser and their client to work together to enter information regarding the client's key financial goals and aspirations. (1.6MB)

Voyant’s Plan Builder helps enterprises bridge the gap between standalone financial calculators and the Voyant financial planning platform. Leveraging an XML API, Plan Builder abstracts the complexity of application integration, providing seamless data and transaction flow between third-party planning tools and Voyant financial plans – from the input of consumer data on one end, to the calculations, simulations, and recommendation engines on the other.

As an extension of its current Amazon Web Services(AWS) offering leveraging the Amazon Elastic Compute Cloud(EC2) and Amazon EC2 Europe environments, Voyant and its United Kingdom subsidiary, Voyant UK, will offer dedicated enterprise services using Amazon’s Virtual Private Cloud(VPC) deployment.

Online financial-planning tools are getting more personal. Plenty of Web sites crank out cookie-cutter plans, but three recent entrants give users more detailed advice. Voyant, SimpliFi and ESPlannerBasic provide something more than a quick-and-dirty look at your financial state of affairs -- for free.

Another site, Planwithvoyant.com, from Voyant Inc. of Austin, Texas, helps investors forecast the impact of unforeseen events. Step-by-step wizards guide you through the initial preparation of a financial plan, such as identifying your goals and entering income information and expenses.

I have enjoyed reviewing several of the financial planning tools that are on the market over the past few weeks. The demand for these tools is growing as they help to address some of the current business issues - they support the drive to fees, help identify and explain lifestyle risk and can help intermediaries to provide better advice. (1MB)

Now is a time of rapid change for the financial services industry. Global economic conditions have damaged brands, crushed reputations and have left many consumers questioning the value proposition of the adviser community. (720kb)

Lifestyle and cash flow planning tool Voyant Adviser has launched in the UK, allowing advisers to take into account the effect of their client’s property-related decisions such as equity release and mortgage debt protection.

Voyant Adviser, a lifestyle and cash flow planning tool, has launched in the UK.
The system allows advisers to take into account the effect of their client’s property-related decisions such as equity release and mortgage debt protection.

Consumer-oriented financial planning tools will become the technology will become the technology of the future for advisers, according to the software provider Voyant. (332kb)

Bob Freeman, vice-president of US technology company Voyant Adviser, is keen to take on established financial planning tools like Truth with a push into the UK market in the next few months. (856kb)

A tool designed to raise clients' understanding of financial planning decisions has been unveiled in teh UK. (512kb)

Web-based IFA company Voyant Advisor has launched a financial planning tool designed to raise clients' understanding of financial planning decisions. (168kb)

Web-based IFA company Voyant Advisor has launched a new financial planning tool designed to raise clients' understanding of financial planning decisions.

According to Voyant, the new tool is an "evolution of current market offerings" and "goes beyond" stochastic wealth modelling and deterministic cash-flow projections to offer a more holistic, goal-based planning approach.

A tool designed to raise clients' understanding.

The creator of Voyant Adviser says it helps IFA clients take a more active role in the fact-find process, adding this has become more important as a "broader approach" to finance is needed in today's turbulent market.