Financial Planning tool for iPhones launched by Voyant
A touch-screen Financial Planning tool designed to be used on iPhones has been launched by Voyant UK.
The online technology provider said that Voyant Adviser Go has been crafted to utilise touch-technology across smarthpones, tablets, android and similar devices.
Described as an advanced adviser planning and forecasting tool, it has been modelled around the original Voyant Adviser solution which has elements such as cashflow analysis and tax and estate planning strategies.
There are new features which expand opportunities for client interaction, like goal based planning and goal priority options, the makers said.
Current license holders of the Voyant Adviser solution will receive Voyant Adviser Go for free, with client data also being integrated and synchronised across both platforms.
Voyant said that all of the adviser’s existing client plans will be accessible in the new system which shares the same calculations engines, tax rules, and business logic.
Bob Freeman, Voyant UK chief operating officer, said: “We designed Voyant Adviser Go as a complement to our existing Voyant Adviser Financial Planning solution to give users more flexibility and choice across all the latest modern technology devices.
“It’s really quick to learn and easy to use, excellent for fact finding, building lighter financial plans, and client presentations. And importantly, all the firms that have piloted the new integrated solution have given really positive feedback and are really impressed with the ease of using the combined interface.”