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Voyant deal will see SJP advisers access cash flow modelling

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Voyant UK chief operating officer Bob Freeman

Financial planning software firm Voyant has agreed a deal to roll out its Voyant Adviser tool to St James’s Place advisers.

SJP advisers will be able use the tool for cashflow modelling and tax and estate planning purposes. Advisers will be offered the software at a discounted rate with free training, although it will not be mandated. 

Voyant UK chief operating officer Bob Freeman says: “Voyant Adviser is increasingly being recognised as a key tool to help advisers providing wealth management services demonstrate to their clients a greater understanding of future planning needs.

“Voyant works to meet advisers’ needs through the collaborative nature of the technology and the visual impact of the planning tools it provides.”

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Comments

There are 5 comments at the moment, we would love to hear your opinion too.

  1. With such a helpful tool in their armoury will we see a reduction in SJP client fees?

  2. That is a reason for every IFA to stop using Voyant, as they will not want to be tarred with the same brush as SJP, or have their partners suggesting they offer the same service as IFA’s!

  3. Roland Rawicz-Szczerbo 7th August 2013 at 1:29 pm

    Congratulations Bob, this is a fantastic result for you and your team at Voyant. Having SJP as a client is a superb result for both firms and I wish you every success.

    Kind regards,

    Roland

  4. Voyant license getting cancelled, back to Truth for me. No way I am using the same software as SJP clones.

  5. I hear some SJP Partners also use I-phones and I-pads.
    Ergo, should all IFAs now elect to stop using these for fear of any association with these “SJP clones.”

    Come on guys, grow up here. Any Advisers using this type of software properly can only be a positive step for the industry and for Clients, whether they be genuinely independent or restricted.

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