Financial planning at your fingertips
One of the most effective strategies an advice firm can implement is the provision of an ongoing financial planning service with lifetime cash flow planning at its heart. How else can a business demonstrate true value over the longer term unless it can demonstrate the savings and return on investment that has been achieved on behalf of its customers? Lifetime cash flow planning allows this when used effectively and we have integrated CURO with Voyant to facilitate this essential service. Data held centrally in CURO can be uploaded and refreshed in Voyant at the click of the mouse.