IFA technology firm Voyant has launched its new offering which helps create consumer-facing websites.
Canvas is aimed at larger-scale adviser firms, banks and wealth management companies.
SnapShot is the first product to be developed with the new client-facing proposition. This enables advisers, relationship managers and consumers to review, track and update the progress of a client’s in between face to face sessions.
Voyant says the service is suitable for both fact-finds and ongoing servicing.
Voyant UK head of adviser operations Bob Freeman says: “We have already shown the early stage “Snapshot’ service to several larger banks and enterprise organisations, with some great feedback to date.”