Voyant and iFactFind integrate advice tool offering
Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services.
The two firms said the integration of iFactFind’s digital online fact find and Voyant’s financial planning tool, AdviserGo, will eliminate the need for manual data entry and reduce the risk of errors.
AdviserGo is described as a flagship solution from Voyant to “provide a holistic approach, covering retirement, cash flow management, investments, educating funding, life insurance, estate planning and more”.
US-based firm Voyant first entered the Australian market in 2021 and has completed a number of integrations already, including wealth management automation platform Practifi, while iFactFind previously integrated with Xplan, Worksorted and Fin365.
Launched in 2020, iFactFind is a digital online fact find for advisers and their clients that gathers, manages and stores client data.
Paul Moran, co-founder of iFactFind, said: “We have worked closely with Voyant to integrate our solutions for advisers. The integration enables one click instant modelling, based on our mini fact find, and once a comprehensive fact find has been completed and/or updated, advisers can conduct more extensive modelling. This can form the basis of insightful and robust client discussions. It also speeds up the delivery of advice, facilitates more efficient meetings.”
Stephen Browne, vice president of business development for Australia and Europe at Voyant, said: “Australia is a very important market for Voyant and relationships with innovative groups like iFactFind are extremely valuable and exciting. We’ve spent the last couple of years learning about the Australian market, listening to advisers and understanding their needs and pain points, and developing our system for Australian users.
“We are an API-first company, meaning we strongly believe in the connectivity of systems. AdviserGo is an API-first product, making it relatively simple and inexpensive to integrate AdviserGo with other API systems like iFactFind to share data, improve processes, and foster more dynamic client discussions and meetings.”
AUTHOR
Laura Dew
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
Brilliant, well done Paul & Voyant!