Voyant Adviser launches in UK

The UK-specific web-based planner is designed to raise clients' understanding of and engagement in financial planning decisions. It allows access by both clients and advisers and builds on the established technology and success of Voyant's American parent company whose mission is to energise and transform financial planning.

Modelled around UK product structures and tax and regulatory regimes, Voyant Adviser combines cashflow planning, needs analysis and goal planning into one interactive tool. It is product neutral but can used by an adviser or provider as a "call to action".

Voyant Adviser invites the user to build a personalised 'timeline' of life events and stages such as the payment of school fees, a wedding, buying and selling a house and retirement, and to allocate financial needs and goals to those events and stages. Incomes, expenses, assets and liabilities can be linked where appropriate to specific events or life stages.

Bob Freeman, vice president at Voyant UK, said: "Other financial planning tools focus exclusively on investment decisions which are only one element of an important process.

"Voyant Adviser helps advisers take into account the needs, goals and aspirations of their clients in retirement such as raising capital from property. Only with the whole picture provided can advisers really make a positive impact for their clients."