IFA technology firm Voyant has set up a technology platform for distribtion firms that allows them to create online client portals.
Canvas, which is aimed at larger-scale advice firms, banks and wealth management companies, allows companies to white-label and customise client-facing services.
Firms can create websites with online aggregation services that provide a view of a client’s investments, assets and liabilities.
SnapShot is the first product that has been developed with Canvas. It enables advisers, relationship managers and consumers to review, track and update clients’ investments in between face-to-face meetings.
The Canvas platform is available via iPad, Android and desktop systems.
Voyant chief executive David Kaufman says: “The Canvas service is all about engaging with your clients and making a difference through offering them different services. With the RDR and adviser-charging coming in, it is important to be able to demonstrate what exactly you offer the client to warrant the fee you receive.”
Finance & Technology Research Centre director Ian McKenna says: “The key question is whether Voyant can get some large distributors signed up to the service quickly. If it can, it is a very exciting development.”