- In addition to the comprehensive range of planning tools
available via the service, Novia has partnered with Voyant to offer
exclusive terms on its new lifestyle planning software.
- Voyant provides:
- a planning solution designed to help raise clients'
understanding of and engagement in financial decision-making
through a genuinely insightful and collaborative
process
- cashflow modelling, needs analysis and goal planning
combined in one interactive tool
- the ability to build 'what if' scenarios and demonstrate
the impact of life events
- a fully UK customised solution - with UK Income and
Capital Gains Tax and product rules
- To coordinate with the Novia tools, the same economic
assumptions and asset allocations are uploaded quarterly to provide
planning consistency, although advisers are free to use their own
assumptions
Please click
here to see more details of what Voyant can do.
Pricing
- Novia users will have an exclusive deal with Voyant on
pricing - preferential software licence terms are available to
advisers using the Novia service.
- For full details please speak to your Novia Regional
Sales Manager.
Next Steps
- If you would like to receive more information on how the
lifestyle planning software could benefit your business please see
the Voyant website.
- Alternatively, email info@planwithvoyant.co.uk
or call Bob Freeman at Voyant on 0207 812 6611
- Sign up for a Free
Trial. Register now and for 30 days you will have full
and free access to the Voyant financial planning and collaboration
suite.
- Register
Here to attend a free introductory one-hour webinar,
where Bob Freeman, Head of Product Management will demonstrate the
key features and benefits of Voyant.
Testimonial
- Mark Loosmore of AT8 consulting in Professional Adviser
Review of Financial Planning Tools:
- "Indeed, of all the tools I have seen ...... Voyant
is the most graphically appealing, with a very modern look and
feel. I love the way key life events can be simple dragged from a
menu onto the life-cycle chart, making the data collection exercise
far more interesting and interactive".
Adviser Support
- Advisers are fully supported by Voyant with initial free
training and easy to understand "Quick Start" guide so that users
can start building plans quickly. Typically advisers have reported
that they are able to start building plan within 30 - 45 minutes of
first logging on to the tool.
- Voyant also provides regular Introductory and Advanced
User Webinars and will be scheduling a number of training workshops
and "train the trainer" sessions.
- Novia provides some useful help and hints on historical
long term economic assumptions and how they may affect your
outputs.
Features
- Developed and widely used in the US and now tailored for
the UK market the key features are:
- A highly intuitive, interactive "game-like" functionality
that encourages debate and discussion and ensures that client and
adviser can work effectively together to create a robust plan with
real buy-in and commitment.
- The ability to create highly tailored what-if plans and
offer the ability to change any aspect of the original Base Plan,
e.g. to step up or step down incomes or expenses, change retirement
dates , or even add additional people to the plan.
- Reports featuring an overview of the plan, together with
the client's current financial position can be saved to file so
that charts can be easily imported into adviser Suitability Letters
or other client correspondence.
- Voyant is customised with UK Income and Capital Gains Tax
rules and product rules including the ability to handle top-slicing
on onshore and offshore investment bonds, pension drawdown
strategies.
