VouchedFor updates financial planning app to boost adviser referrals

Part of free financial plan initiative

Tom Ellis
clock • 1 min read

Referral website VouchedFor has released an update to its online financial plan app which gathers more detailed client information before passing calculations to advisers.

The update gives potential clients the chance to input a range of information which forms a ‘beta' financial plan advisers can then build on. The update is part of the firm's free financial plan offer for consumers. Previously, VouchedFor's free financial plan offer - launched in January this year - collated raw data and pushed it through to listed advisers. It said the update, which requires consumers to input information on income, assets and goals, produced a more detailed forecast for advisers to develop. Advisers looking to help prospective clients contact them within 14 days wit...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read
Utilising clean data to power business decision-making

Utilising clean data to power business decision-making

In 2023 120 zettabytes of data was transacted globally

Abhishek Vethanayagam
clock 24 April 2024 • 3 min read
Woven Advice closes SEIS fundraising for data management solutions

Woven Advice closes SEIS fundraising for data management solutions

‘Advisers are held back by the quality of their data and their inability to fix it’

Hope Coumbe
clock 23 April 2024 • 1 min read