Fact-find tool helps engage clients

The creator of Voyant Adviser says it helps IFA clients take a more active role in the fact-find process, adding this has become more important as a "broader approach" to finance is needed in today's turbulent market. Voyant Adviser combines cashflow and goal planning, as well as needs analysis, into one interactive tool, web-based support firm Voyant says. It is product neutral but can used by an adviser or provider as a "call to action". "Over the past 20 years, financial planning has tended to become a discussion about projected investment growth," Voyant chief executive David Kaufma...