National IFA firm moves to cashflow modelling
- Tuesday, 19 September 2017
- Articles
National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.
Read more...Transact reveals Voyant cashflow modelling agreement
- Friday, 05 May 2017
- Articles
Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.
Read more...Financial Planning tool for iPhones launched by Voyant
- Monday, 22 February 2016
- Articles
A touch-screen Financial Planning tool designed to be used on iPhones has been launched by Voyant UK.
Read more...Planning tech firm Voyant reports 520 firms on board after 3 years
- Thursday, 21 June 2012
- Articles
Financial planning technology specialist Voyant UK has reported record growth as it marks its third anniversary with record growth.
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