Voyant’s intuitive and interactive software will now provide The Aurora Group’s member firms with a sophisticated financial planning presentation platform, to enhance the process of client engagement in key planning decisions.
The Aurora Group, which consists of nine leading wealth management firms, was formed two years ago, to promote wealth management services that have the client’s best interests at the core of its proposition.
The companies involved include Asquith & Partners, Capital Asset Management, Cavendish Ware, Evans Hart, In2consulting, Investment Quorum, London Wealth Management, MASECO Financial and Price Bailey Private Client.
Bob Freeman, chief operating officer of Voyant UK, explains:
“We are delighted to have been chosen by Aurora Group as its preferred lifestyle planning solution. The Aurora Group companies are thought-leaders and innovators in the realm of wealth management strategies; Voyant sees itself filling the same role in bringing the benefits of intelligent presentation based on web technology to the UK financial planning market.”
Richard Bertin, managing partner, Asquith & Partners added:
“We are delighted to be partnering with Voyant; in the short period that they have been in the UK the team at Voyant, both here and in the US, have shown themselves to be adaptable to feedback and have a “can do” attitude.
Bertin continues:
“In these times of market volatility the strength of a good wealth adviser is in their ability to build a plan with a client that the client can buy into. We believe that Voyant software helps bring that plan to life for the client in a very visual way and is part of our value proposition as advisers”
Voyant first entered the UK market in June 2009 with the launch of the Voyant Adviser Suite, now one of the fastest growing adviser technology solutions for specialist financial planners.
