Voyant unveils ‘touch friendly’ client interface
Voyant, the financial planning technology specialist, has launched a new “touch friendly” user interface for its Voyant Adviser system.
The new interface will allow the firm’s 500-plus UK customers to interact with the system through tablet computer systems and will deliver a simplified data entry process.
Voyant UK chief operating officer Bob Freeman, said that the technology provides a collaborative financial planning system, including cashflow and goal planning, plus estate planning, investment management, risk profiling and capacity for loss planning.
He added: “The objective of simplifying the data entry process was achieved by changing the default system preferences to the most common scenarios used by advisers, reducing the need to change advanced settings for the majority of client plans created.
“This makes it faster and easier than ever to create a robust, individually tailored client plan in a matter of minutes.”