Thursday, 21 June 2012 15:29
Planning tech firm Voyant reports 520 firms on board after 3 years
Financial planning technology specialist Voyant UK has reported record growth as it marks its third anniversary with record growth.
Since June last year the company has seen a 125 per cent increase in user numbers with over 520 adviser firms now subscribers of the Voyant Adviser online cashflow planning solution. Together with many smaller ‘new model adviser’ firms, Voyant is also used by major names such as UBS, Novia, Close Brothers, SG Hambro and Broadstone.
Based on current usage, Voyant estimates that over £750 million of client assets are advised on every month; modelled via the Voyant Adviser and Snapshot technology solutions.
The company says its key milestones have been:
"Unlike some of the more established UK technology players, Voyant was never burdened by legacy technology and therefore able to create simple and effective solutions with much faster speed to market than its competitors.
“Over three years, the results speak for themselves and our growth just continues to accelerate. There is much hard work ahead now with Voyant’s development plans moving rapidly and many new announcements on the horizon. It’s a really exciting time for us, our dedicated users and of course all their clients that continue to get the real end benefit.”
Since June last year the company has seen a 125 per cent increase in user numbers with over 520 adviser firms now subscribers of the Voyant Adviser online cashflow planning solution. Together with many smaller ‘new model adviser’ firms, Voyant is also used by major names such as UBS, Novia, Close Brothers, SG Hambro and Broadstone.
Based on current usage, Voyant estimates that over £750 million of client assets are advised on every month; modelled via the Voyant Adviser and Snapshot technology solutions.
The company says its key milestones have been:
- June 2009 Launch of Voyant Adviser UK
- June 2010 Integration with the AXA Elevate platform; Launch of Voyant@Home client facing technology
- November 2010 Maesco Private Wealth chooses Voyant UK
- March 2011 Integration with the FinaMetrica risk profiling system
- February 2011 SGPB Hambros chooses Voyant Adviser as its preferred solution
- April 2011 Broadstone Wealth Management chooses Voyant Adviser
- July 2011 Voyant top-rated 2011 e-Excellence Financial Planning Tool
- September 2011 Launch of Canvas enterprise technology platform and Snapshot beta
- February 2012 Integration with Seven Investment Management (7IM) platform
"Unlike some of the more established UK technology players, Voyant was never burdened by legacy technology and therefore able to create simple and effective solutions with much faster speed to market than its competitors.
“Over three years, the results speak for themselves and our growth just continues to accelerate. There is much hard work ahead now with Voyant’s development plans moving rapidly and many new announcements on the horizon. It’s a really exciting time for us, our dedicated users and of course all their clients that continue to get the real end benefit.”
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