IFA technology firm Voyant UK has integrated its platform, Voyant Adviser, with FinaMetrica’s psychometric risk profiling.
The new integration is designed to assist advisers in client discussions about risk tolerances, capacity for loss and other key objectives.
Since its launch in 1998, Sydney-based FinaMetrica has completed over 40,000 profiles for over 3000 investment advisers in 13 countries.
FinaMetrica chief executive Paul Resnik says: “Voyant is a terrific partner. They deliver a powerful client-focused financial planning solution which is already the favourite of many UK IFAs and wealth management groups.”
Voyant UK vice president Bob Freeman says: “We are delighted to announce this new collaboration with FinaMetrica and jointly bring our best of breed solutions to the UK market. The integration will give advisers immediate access to a comprehensive and holistic financial planning solution.”
In January Voyant UK, a subsidiary of Texas-based Voyant Inc, appointed Gary Shepherd as director of sales for its Voyant Adviser range.