Voyant Adviser is the expert-user module of Voyant's financial interaction and collaboration suite.
Featuring an intuitive user interface and game-like functionality, Voyant Adviser abstracts the complexity of diverse financial products and services, improving ease of use for non-technical users, and ensuring more efficient, effective transaction flow between front-end sales offices and back-end operations.
But, we aren't a back office product. We invite you and your client to work together, either in the same room or remotely, to enter information regarding your client's key financial goals and aspirations. All the collaboration is done online. Once a plan is created, you can review it for your client and analyse their overall financial position.
- Timeline - used to define key life stages and events
- Simulations/Illustrations - demonstrate the impact of "what if" scenarios
- Real-Time Snapshots - compare current account balances to established goals
- Collaboration - supports secure sharing of information