Bob Freeman talks to Helen Morrissey about the launch of Voyant Adviser, a web based tool which aims to get advisers and their clients working together on financial planning.
Tell me about the Voyant Adviser tool? The best way to describe this tool is as a collaborative cash flow modelling tool. It invites the adviser and their client to work together to enter information regarding the client's key financial goals and aspirations. The tool can be used throughout a client's life from perhaps their twenties or thirties right through to post retirement. The tool enables advisers and clients to identify the key drivers influencing their financial planning and help them to meet their goals. For instance if we look at a client's retirement, the tool enables the client...
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