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Bellpenny Choose Voyant Financial Planning Technology

October 2013

National adviser firm, Bellpenny, today announced that it has selected 'Voyant Adviser' as its financial planning tool for the Company's professional advisers and wealth managers.

Voyant's intuitive and interactive software will now provide Bellpenny's advisers with a sophisticated financial planning presentation platform to enhance the process of client engagement in key planning decisions. The Voyant Adviser online technology solution incorporates wealth management, cashflow analysis, tax and estate planning strategies.

Bob Freeman, Voyant UK COO, comments:
"Being selected to partner such an impressive and fast growing adviser organisation is a great testament to the strength of our technology solutions. Voyant is increasingly being recognised as the preferred choice to help advisers providing wealth management services demonstrate to their clients a greater understanding of current and future planning needs. We are confident that Bellpenny's advisers and clients will gain considerable benefit from the unique collaborative nature of the technology and the visual impact of the planning tools it provides."

Since launch in 2012, Bellpenny has completed eleven adviser firm acquisitions, taking total funds under management to 1bn. The wealth management firm is supported by global investment management firm Oaktree Capital Management.

Dominic Rose, acquisitions & sales director of Bellpenny, explains:
"We believe that lifetime cash flow planning lies at the core of a genuinely holistic approach to wealth management advice. We conducted in-depth analyses of a number of software solutions and concluded that Voyant offers the ideal package to serve our clients' needs".