PRESS RELEASE
June 22nd 2012
VOYANT UK CELEBRATES 3RD YEAR ANNIVERSARY
WITH RECORD GROWTH
Financial planning technology specialist Voyant UK today celebrated its 3rd year anniversary
with record growth. Since June last year the company has seen a 125% increase in user
numbers with over 520 adviser firms now subscribers of the Voyant Adviser online cashflow
planning solution. Together with many smaller ‘new model adviser’ firms, Voyant is also
used by major names such as UBS, Novia, Close Brothers, SG Hambros and Broadstone.
Based on current usage, Voyant estimates that over £750 million of client assets are advised
on every month; modelled via the Voyant Adviser and Snapshot technology solutions.
Key Achievements
June 2009
Launch of Voyant Adviser UK
June 2010
Integration with the AXA Elevate platform
Launch of Voyant@Home client facing technology
November 2010
Maesco Private Wealth chooses Voyant UK
March 2011
Integration with the FinaMetrica risk profiling system
February 2011
SGPB Hambros chooses Voyant Adviser as its preferred solution
April 2011
Broadstone Wealth Management chooses Voyant Adviser as its
financial planning software solution
July 2011
Voyant top-rated 2011 e-Excellence Financial Planning Tool
(Voyant
received 39 5-Star rankings and 73 4-Star rakings in the F&TRC's 2011 eExcellence in Financial Planning Ratings)
September 2011
Launch of Canvas enterprise technology platform and Snapshot beta
February 2012
Integration with Seven Investment Management (7IM) platform
Bob Freeman, chief operating officer (COO) of Voyant UK, explains:
“Since Voyant launched its UK operation the pace of growth has been rapid. Our US parent
company in Texas was already regarded as a leader of innovation and entrepreneurship and
given the unique combination of their incredible vision and technological expertise, creating
Voyant Adviser for the UK market was an obvious next step. Unlike some of the more
established UK technology players, Voyant was never burdened by legacy technology and
therefore able to create stunningly simple and effective solutions with much faster speed to
market than its competitors.
“Over three years, the results speak for themselves and our growth just continues to
accelerate. There is much hard work ahead now with Voyant’s development plans moving
rapidly and many new announcements on the horizon. It’s a really exciting time for us, our
dedicated users and of course all their clients that continue to get the real end benefit.”
ENDS
For further information please contact:
David Kaufman: Chief Executive Officer and Founder
dkaufman@planwithvoyant.com
512.342.0079 (US)
Bob Freeman, Chief Operating Officer, Voyant UK
bobfreeman@planwithvoyant.com
Nicola Mitchell, Mitchell Moneypenny
nicola@mitchellmoneypenny.com
07802 500867
01242 703266 / 07980 684240
About Voyant UK
Voyant is a leading supplier of financial intelligence presentation and collaboration platforms which simplify
financial needs assessments and planning processes between advisers and their clients. Voyant Adviser has
seen unprecedented growth across its UK IFA channel since launch in 2008 and was rated top in the 2011
Money Marketing/F&TRC financial planning tools research, with 39 5-Star ratings.
Over 500 of the UKs most reputable firms rely on Voyant Adviser to develop in depth financial plans and provide
piece of mind to their clients.
Voyant UK is a wholly-owned subsidiary of Voyant Inc which is headquartered in Austin,Texas.
To find out more about Voyant, visit www.planwithvoyant.co.uk