(09/06/2010) AXA Elevate to provide financial planning support through partnership with Voyant Adviser
AXA Wealth announces a new partnership with software developer Voyant to provide financial planning support for users of the Elevate platform.
The system, 'Voyant Adviser', will provide Elevate users with a sophisticated financial planning tool which can forecast clients' income and expenditure, as well as assets and liabilities throughout their lifetime. Together, Elevate and Voyant provide a powerful combination to advisers who are looking to develop a comprehensive financial planning service and to implement it efficiently through a market leading investment platform.
Voyant's highly intuitive, interactive software encourages client engagement throughout the financial planning process. It enables advisers to identify and meet financial planning objectives to suit their clients' lifestyles by focusing the conversation on their needs and wants, rather than on financial products and investments.
To ensure consistency across the Elevate platform and its planning tools, the current Voyant Adviser planning software will be enhanced using the same market assumptions already incorporated into the Elevate risk questionnaire, asset allocation and OBSR model portfolios*.
Ian Thomas, head of online services, AXA Wealth says: "Increasingly, advisers who are looking to provide an ongoing portfolio management service, in return for a recurring fee or commission, are placing lifetime cashflow planning at the core of their client proposition. We believe that Voyant offers the best solution in this area and we are delighted to be able to bring this to Elevate users to assist them in providing an enhanced level of service to their clients."
David Kaufman, CEO, Voyant, says: "Working alongside Elevate is a strong endorsement of the solution we have developed. We believe the usability of Voyant Adviser, combined with the flexibility of Elevate, will be a significant support to advisers looking to prepare their business for the post-RDR world."
Voyant Adviser will be available free of charge to Elevate users.
