Please sign in or register to access software information via the Iress Community.
Xplan Integrations
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Voyant: Iress Open Standard Integration

Iress People

Overview

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration details

Voyant helps advisers and clients plan and adapt to real life events, before, during and after they happen. It's interactive, easy to use, and collaborative, meaning advisers and clients can work together to make smarter, more tangible financial decisions. With Voyant, you get all the information you need to answer every "what-if" scenario.

Software type: Cashflow Planning

Locale:  United Kingdom

Status: Live

Activation type (once live): System Settings 

Contact details for integratorsupport@planwithvoyant.com

Website for integrator: https://www.planwithvoyant.co.uk

Description provided by the integrator:

A global leader in the financial services space, Voyant is not the typical provider of “financial planning” or “cash flow modeling” solutions. We deliver true financial health management. Show your clients more than just how to manage their assets through retirement. Bring together every aspect of your clients’ lives to weave together a complete tapestry of their present and future. From independent advisers to large scale enterprises, Voyant’s adviser-first, innovative solutions are a favorite in the financial services world. In addition to our solutions, we provide white labeling for tailor-made offerings and comprehensive training for seamless onboarding.  

Setup Instructions

 Please see Voyant's setup guide here.

 

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

X
At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website