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

Advice professionals using AI up 46% since 2025

Advice professionals using AI up 46% since 2025

According to Dynamic Planner’s Advice 26

Sophia Panayi
clock 01 July 2026 • 2 min read
The environmental AI impact advisers shouldn't ignore

The environmental AI impact advisers shouldn't ignore

'When it comes to AI and its impact on the environment, honesty is the best policy'

Carly Shute
clock 30 June 2026 • 4 min read
Tessa Lee: AI tools alone won't deliver better advice outcomes

Tessa Lee: AI tools alone won't deliver better advice outcomes

'The value of financial advice remains deeply human'

Tessa Lee
clock 29 June 2026 • 4 min read