The system allows advisers to take into account the effect of their client’s property-related decisions such as equity release and mortgage debt protection.
The UK-specific web-based planner is designed to raise clients’ understanding of and engagement in financial planning decisions. Modelled around UK product structures and tax and regulatory regimes, Voyant Adviser combines cash flow 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".
It employs flexible scenario-planning that allows financial advisers and their clients, through an ongoing discussion and collaboration, to define and achieve key milestones over time.
