Voyant, a comprehensive financial planning tool, has partnered with Oxford Risk, the leading behavioural finance experts to provide an end-to-end planning experience for wealth managers and financial advisers.
The integration, which will be released in Q3 2024, will reduce double-keying and re-keying for advisers, with improved engagement, increased assets under management, and enhanced regulatory compliance expected. By allowing the ability to move data between Oxford Risk’s suitability assessments and Voyant’s lifetime cashflow planning tools, advisers can provide clients with a more holistic view of their financial data.
“This collaboration will not only streamline the advisory process, but also enhance the quality of adviser advice with the addition of deep, personalized insights,” said Richard Anderson, director of Strategy at Voyant. “Partnering with Oxford Risk allows each platform to combine their own strengths.”
“The partnership between Oxford Risk and Voyant ties together two unique propositions, giving financial advisers and wealth managers a ‘best in breed’ solution,” added Oxford Risk’s chief client officer, James Pereira-Stubbs.