Adviser software providers Voyant and Plum Software have announced an integration which allows advisers to transfer client data between the two.
Voyant supplies planning tools including cashflow analysis, tax and estate planning, while Plum provides customer relationship software including client documentation, electronic valuations and regulatory reporting.
The firms say the integration will improve efficiency by reducing the need for re-keying data. They will exhibit the integrated software systems at adviser roadshows in the new year.
Voyant UK chief operating officer Bob Freeman says: “Plum is a popular technology provider for adviser firms and having many mutual users in common, the integration project made lots of sense for everyone involved.
“We believe our collaborative work on this project will add lots of value to users who can now benefit from increased accuracy and time saving as client data no longer has to be re-keyed from one system to the other.”
Plum Software managing director Ann Dempster says: “As the first adviser back office supplier to complete an integration with Voyant we continue to lead the field and ensure our dedicated users always come first.”