Voyant is the UK’s leading web-based, interactive financial planning solution. It has been designed specifically with the aim of helping financial planners to raise client understanding of and engagement in key financial decision making, through a genuinely insightful and collaborative process.
Cash flow modelling, needs analysis and lifestyle goal planning are combined into one interactive, intelligent presentation tool. Voyant’s unique approach employs flexible scenario building through a personalised timeline that will enable the planner to define, discuss and modify key lifetime financial needs and aspirations and plan effectively towards achieving them.
“Voyant has seen a surge in popularity following RDR. We now have over 2,000 users amongst the UK financial advice community. Our customers are looking for integration with an up to date CRM/Back office solution, which is why Voyant has integrated with CURO from Time4Advice. We see this relationship as hugely beneficial to offering our clients a best of breed solution that will help support their businesses long into the future.”
David Kaufman, CEO & Founder