Capacity for Loss Market Crash Simulator
Voyant is introducing a Loss Capacity / Market Crash simulator as part of our Voyant Adviser service. Advisers enter in a market downturn event similar to recent market events and see the effects visually on a client's portfolio.
Scenarios - Downsize or Upsize a Home (Part 1 of 2)
We demonstrate how to model the future downsizing of a home in a what-if planning scenario.
Voyant and FinaMetrica - Integrating Risk and Financial Planning
We are pleased to announce that Voyant has integrated with FinaMetrica by implementing their award winning risk profiling solution into Voyant Adviser as a bolt-on offering.
Learn how the planning year is set in Voyant, how to change it, and how to run a general update of a plan when performing an annual client review. We will also demonstrate how updated base plans can be used to track client progress.
Money Purchases and Unsecured Pensions (Part 1 of 2)
Part 1 of 2 - Learn more about Voyant's revised and fully expanded features for money purchases and unsecured pensions.
Money Purchases and Unsecured Pensions (Part 2 of 2)
Part 2 of 2 - Learn more about Voyant's revised and fully expanded features for money purchases and unsecured pensions.