Voyant launches interactive planning tool

Voyant@Home allows clients to see their entire portfolio on one screen and compare their current asset values with original and projected future valuations.

Voyant also gives advisers immediate access to a comprehensive client servicing solution to help evidence ongoing regular fees and/or trail commission.

As part of their Voyant@Home usage advisers and their client have access to Voyant snapshot, a web-based service which provide quarterly updates and allows clients to check their plan progress at their convenience.

Bob Freeman, vice president of Voyant, said Voyant@Home was as much an educational tool as it was an adminstrative one.

He said: "Financial advisers now have a new way to work with, educate, collaborate, and provide peace of mind to their clients. Following the terrific feedback we received from many of our pilot adviser users who tested Voyant@Home with their clients, we are really pleased to be able to announce its official launch."