US financial planning technology provider Voyant has teamed up with Australian peer FinaMetrica to launch a risk profiling platform for advisers.
The product combines FinaMetrrica's risk profiling methodology with Voyant's financial planning platform. Suppliers say the tool will help IFAs and larger firms including life companies to meet RDR requirements when assessing clients' attitude to risk. Paul Resnik, chief executive of FinaMetrica, says: "Rather than the common ‘lip service' integration which many technology companies profess to, this integration is comprehensive and has been brought together by the best minds in the business." Bob Freeman, vice president of Voyant UK says the joint solution applies to advisers curre...
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