Bellpenny, a UK-based national adviser firm, has selected Voyant UK’s financial planning tool Voyant Adviser for its professional advisers and wealth managers.
Voyant Adviser, which incorporates wealth management, cashflow analysis, tax and estate planning strategies, will provide Bellpenny’s advisers with a financial planning presentation platform to enhance the process of client engagement in the key planning decisions.
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Voyant UK COO Bob Freeman said being selected to partner such an impressive and fast growing adviser organisation is a great testament to the strength of their 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," Freeman added.
"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."
Bellpenny acquisitions and sales director Dominic Rose said they believe that lifetime cash flow planning lies at the core of a genuinely holistic approach to wealth management advice.
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By GlobalData"We conducted in-depth analyses of a number of software solutions and concluded that Voyant offers the ideal package to serve our clients’ needs," Rose added.
