Loading...

Voyant and FinaMetrica - Integrating Risk and Financial Planning (Release Announcement)

3,804 views

Loading...

Loading...

Transcript

The interactive transcript could not be loaded.

Loading...

Loading...

Rating is available when the video has been rented.
This feature is not available right now. Please try again later.
Uploaded on Mar 18, 2011

We are pleased to announce that Voyant has integrated with FinaMetrica by implementing their award winning risk profiling solution into Voyant Adviser as a bolt-on offering. The end result of this integration is a new level of quality for advice.

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 the 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 sone and correlated to potential rate of return, average, upside, and downside.




Voyant Adviser also provides a "big picture" review that includes all of the allocations aggregated and summarised on a single screen for comparison to risk comfort sone and aggregated potential rate of return average, upside, and downside. Voyant has taken it a step further and included a custom Rate of Return Analyser that reviews the plan implemented and determines the average rate of return needed on an annual for the plan to complete successfully. Now, the adviser and client can review risk tolerance, plan risk need, and the risk score and potential return of the allocations selected on a single visually intuitive screen.

The integrated platform is designed to ensure both IFAs and larger advisory groups can meet all the new 'Suitability' and RDR regulatory requirements.

Comments are disabled for this video.
When autoplay is enabled, a suggested video will automatically play next.

Up next


to add this to Watch Later

Add to

Loading playlists...