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.”