October 2013
Voyant today announced that it will supply its 'Voyant Adviser' planning tool to St. James's Place Wealth Management.
The Voyant Adviser solution provides a holistic planning platform that includes cashflow analysis, tax and estate planning strategies. The tool can be used with clients to help their understanding and engagement with their financial planning needs.
Bob Freeman, Voyant UK COO, comments:
"Voyant Adviser is increasingly being recognised as a key tool to help advisers providing wealth management
services demonstrate to their clients a greater understanding of future planning needs.
Voyant stands out as the premier solution to meet adviser requirements because of the collaborative nature
of the technology and the visual impact of the planning tools it provides."