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Novia links up with financial planning tool Voyant
Wrap provider Novia has joined forces with Voyant to expanding the range of services available to IFAs using the financial planning tool.
Advisers who use the US company's software will be able to select the same asset allocations that Novia provides in its planning tools.
As a result there will be consistency of economic assumptions between illustrations generated via the Novia system and those that determine projected cash flows and assets within the Voyant tool.
The Voyant planning tool provides advisers with data gathering, analytical and reporting capabilities, including key life stage analysis, simulations and illustrations of "what if" scenarios, real-time analysis of current investments and projected cash flows.
The new system is available at a 40 per cent discount for advisers using Novia.
Bill Vasilieff, chief executive officer of Novia, said: "The Voyant planning tool allows the adviser’s client to understand their lifetime financial needs, goals and aspirations better.
"It has tried and tested applications that provide charts showing cash flow, assets, expenses, debts and net worth that can be used to engage the client and get commitment.
"By being able to select the same growth assumptions as used in the Novia tools, advisers can get consistency when progressing to implement their investment recommendations on the Novia wrap."
