Practifi integrates with Voyant
Wealth management automation platform, Practifi, has announced its integration with financial planning solution, Voyant.
The integration would enable financial advisers to model multiple cashflow scenarios using different growth rate assumptions, taking individual assets and economic factors such as inflation into account to help clients determine whether their financial goals were attainable.
The integration meant financial modelling data could now flow seamlessly from Practifi and into Voyant’s platform to eliminate re-keying.
Commenting on the announcement, Practifi's director of advice solutions – Asia-Pacific, Umesh Banga, said: “The cornerstone of Practifi's vision is to provide financial advisers across the country with both comfort and reassurance that they can continue to rely on Practifi to reduce friction in the advice process by providing integration options in financial modelling and advice provisioning.
“Voyant has already demonstrated an excellent track record in Europe, the UK, and North America and shares our vision for making financial advice seamless and simple. We believe the software's intuitive feature set will provide a stronger user experience and help streamline business performance for advisers more than ever before.”
David Kaufman, chief executive and co-founder of Voyant, said the company was pleased to extend its footprint in Australia via an integration with Practifi.
"There is something special to advisers to be able to move between Practifi and Voyant and know that their data moves with them without the need to rekey. This integration is a natural fit for Practifi and Voyant advisers,” Kaufman said.
Recommended for you
Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend.
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
