Advisory firm Bellpenny has selected Voyant Adviser as the financial planning tool for its advisers and wealth managers.
The software provides Bellpenny's advisers with a planning platform that incorporates wealth management, cashflow analysis, tax and estate planning strategies. Bellpenny acquisitions and sales director Dominic Rose said: "We believe that lifetime cash flow planning lies at the core of a genuinely holistic approach to wealth management advice. We conducted in-depth analyses of a number of software solutions and concluded that Voyant offers the ideal package to serve our clients' needs." Voyant UK chief operating officer Bob Freeman said: "Being selected to partner such an impressive an...
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