Voyant joins CashCalc, Prestwood’s Truth and Paraplanning Online ppolCALCS.
Transact explained that each integration allows advisers to use information about their clients’ Transact Portfolios in their chosen cash flow modelling software. Advisers can then use their preferred software while improving their accuracy and efficiency.
Jonathan Gunby, chief development officer at Transact, said: “We always aim to serve advisers’ needs by linking with the widest range of tools available.
“This, our latest development with Voyant, opens up integration for many more firms. To benefit from this development, advisers need to complete a simple Transact form.
“We then need the software provider to inform us that terms are in place, and we can then share their Transact data.”
Bob Freeman, chief operating officer at Voyant, said: “Voyant is delighted to be working with Transact, which is the platform of choice for a large proportion of our UK customers.
“We believe the integration will be extremely popular, not only because it minimises duplication of data entry but also because it helps to ensure that client plans are always created and updated with consistent and up to date information”.