Voyant Integration Provides Real-Time Portfolio Management & Valuations for 7IM advisers and clients
Financial planning technology specialist Voyant today announced its integration with Seven Investment Management (7IM)'s award winning adviser platform.
The newly integrated service will allow 7IM users to create and update financial plans in Voyant Adviser without the need to re-enter client information. Integration is seamless and in real time.
Voyant Snapshot users will have the ability to review, track, and update the progress of their 7IM clients' portfolios with real-time valuations of all assets held on the platform - including bonds, ISAs and unwrapped funds or securities. Off-platform assets can also be included in the clients' online and real time balance sheet view.
All assets are combined to produce a total projected balance in Voyant Adviser, allowing the client a single view of how they are progressing on their planned financial journey.
Bob Freeman, vice president of Voyant, explains: "This is an important integration for all involved, particularly as the end solution provides advisers with the ultimate in post-RDR servicing. Giving both advisers and clients access to on-demand portfolio valuations is vital to stimulating increased client-centric added value and significantly enhances the opportunity for ongoing fee-based relationships.
Freeman c
ontinues: "Whilst the majority of technology integrations require users to perform complex import and export functions to obtain client data from external sources, the Voyant/7IM integration gives users seamless data fulfillment in one easy step. Using a secure, automated log-on process, advisers simply select the name of the client they wish to import data for and the system seamlessly imports this based on real-time valuations. As well as the 7IM assets, the Voyant adviser can then review their client's complete financial position including bank accounts, debts and liabilities".
7IM was originally launched in Spring 2002 and as at December 2011 its assets under management and administration was ?3.8billion, on behalf of professional advisers and discretionary clients.
Tom Sheridan, chief executive officer of 7IM, commented: "We were delighted to be able to work with Voyant and had heard lots of great feedback about the strength of their financial planning propositions. Voyant users now have simple fast access to all data held on the 7IM platform on a client-specific basis. The completion of this exciting new integration represents an important milestone for us in giving Voyant's advisers and clients easy access to our platform data, to mutual benefit."
David Scull, technical manager at Albert Goodman Chartered Financial Planners, describes his reactions to the newly integrated solution: "This integration should help us save lots of time and effort but equally give our clients a significantly enhanced service to boot; so it's a real win win. There's no longer any need to remember passwords and complete lots of forms for individual data imports as the integrated Voyant/7IM system does it all for us, quickly and accurately."
