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Bellpenny Choose Voyant Financial Planning Technology
Oct 2013

National adviser firm, Bellpenny, today announced that it has selected 'Voyant Adviser' as its financial planning tool for the Company's professional advisers and wealth managers.

Voyant's intuitive and interactive software will now provide Bellpenny's advisers with a sophisticated financial planning presentation platform to enhance the process of client engagement in key planning decisions. The Voyant Adviser online technology solution incorporates wealth management, cashflow analysis, tax and estate planning strategies.

Bob Freeman, Voyant UK COO, comments:
"Being selected to partner such an impressive and fast growing adviser organisation is a great testament to the strength of our technology solutions. Voyant is increasingly being recognised as the preferred choice to help advisers providing wealth management services demonstrate to their clients a greater understanding of current and future planning needs. We are confident that Bellpenny's advisers and clients will gain considerable benefit from the unique collaborative nature of the technology and the visual impact of the planning tools it provides."

Since launch in 2012, Bellpenny has completed eleven adviser firm acquisitions, taking total funds under management to £1bn. The wealth management firm is supported by global investment management firm Oaktree Capital Management.

Dominic Rose, acquisitions & sales director of Bellpenny, explains:
"We believe that lifetime cash flow planning lies at the core of a genuinely holistic approach to wealth management advice. We conducted in-depth analyses of a number of software solutions and concluded that Voyant offers the ideal package to serve our clients' needs".

About Voyant

Based in Austin, Texas, Voyant is transforming wealth management through its Wealth Experience Platform- a breakthrough solution empowering financial professionals to deliver extraordinary client experiences. By combining cutting-edge technology with intuitive design, Voyant enables advisors to visualize complex financial scenarios through interactive, engaging digital tools. The platform revolutionizes client interactions by bringing wealth management to life with sleek visuals that instantly communicate value and potential future impacts. Financial professionals can effortlessly explain intricate concepts, uncover new client opportunities, and accelerate business growth. Voyant's commitment to client delight-focused strategies sets a new standard in the industry, helping advisors build deeper, more meaningful client relationships while simplifying the wealth management journey. Voyant has operations in the United States, United Kingdom, Canada, Ireland, and Australia. Voyant is a subsidiary of AssetMark Financial Holdings, Inc.

Contact
sales@planwithvoyant.com
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