Voyant - FinaMetrica Bolt-On
As part of Voyant's philosophy of making best of breed solutions, our Integration and Customisation Team did much more than simply allow users to fill out a risk questionnaire and provide them with a risk score inside of Voyant Adviser, which they did. They went way beyond and have set a new standard by fully integrating the concept of risk into holistic and flexible financial planning.
Using this integrated offering, advisers are able to enter current asset allocations and see the risk score on a per account basis. In each case, the investment selection's risk score can be instantly and visually compared to a clients' risk tolerance comfort zone and correlated to potential rate of return, average, upside and downside.
Free Service Until 2012 for Voyant and FinaMetrica Subscribers
Contact support@planwithvoyant.co.uk today to request your free, no obligation trial of the FinaMetrica bolt-on to Voyant Adviser. Both a FinaMetrica ID and a Voyant Adviser user account are required to use this integrated service. These may be active subscriptions or trial accounts.
This service is free until the 1st of January 2012 to those subscribing to both FinaMetrica and Voyant Adviser by June 30, 2011.
After this date, the cost of this optional bolt-on service is £25 per month per adviser. Firms trialing the FinaMetrica bolt-on service will be sent notification before 31 December and may have the service switched off before any charges go into effect.
For those subscribing after 30 June 2011, this optional service will be available at £25 per month beginning on the date of the subscription
Not a Subscriber to Voyant or FinaMetrica?
Both a FinaMetrica ID and a Voyant Adviser user account are required to use this integrated service. These may be active subscriptions or trial accounts.
Not currently a Voyant subscriber?
Try Voyant Adviser free for one month with absolutely no obligations. Our free 30 day trial includes full access to Voyant Adviser and technical support. Registration can be found on the Voyant UK website. Click the "Get Started Today" button or the "Free Trial" link to register and activate your trial immediately.
Trialed Voyant before and ready to take another look?
Contact support@planwithvoyant.co.uk to request the reactivation of your former trial.
Not currently a FinaMetrica subscriber?
Visit the FinaMetrica website to request a free 30 day trial.
