7IM integrates Voyant service onto platform
Financial technology firm Voyant has integrated with the Seven Investment Management platform.
The service will now allow 7IM users to set up and alter financial plans through the Voyant Adviser service without the need to re-enter client information. Off-platform assets can also be included in a client’s asset view.
Voyant vice president Bob Freeman says: “Giving both advisers and clients access to on-demand portfolio valuations is vital to stimulating increased client-centric added value and significantly enhances the opportunity for ongoing fee-based relationships.”