Voyant is a state-of-the-art financial intelligence presentation and collaboration platform.
What does that mean? Well, we make complicated financial planning calculations and modelling look easy
and presentable in front of your clients.
Advisor
@home
Rebranding
FinaMetrica Bolt-On
Why Voyant?
In these times of market volatility the strength of a good wealth advisor is in their ability to build a plan with a client that the client can buy into. We believe that Voyant software helps bring that plan to life for the client in a very visual way and is part of our value proposition as advisors.-Richard Bertin
managing partner of Aurora
Why do you need Voyant?
Voyant replaces one-size-fits-all advisory strategies with a more consumer-centric, holistic planning approach. Voyant's online personal finance hub gives investors the ability to view, download and modify plan information anytime from anywhere, improving data accuracy and transparency, and encouraging ongoing collaboration and dialogue between clients and their advisors. Voyant also helps advisors streamline information-gathering and prioritisation processes, and more effectively assess and communicate which products best match a client's personal goals.
