Voyant Lifestyle Planning
- 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.
