icon_menu icon_twitter icon_typewriter icon_pig icon_airplane icon_book icon_briefcase icon_build icon_caret icon_caret icon_chart icon_checklist icon_college icon_contact icon_crosshair icon_gift icon_headset icon_investment icon_lock icon_mail icon_paintbrush icon_pdf icon_pencil icon_people icon_phone icon_piechart icon_presentation icon_press icon_pricing icon_property icon_protection icon_report icon_retirement icon_shoppingcart icon_taxes icon_training icon_video icon_webinar icon_whatif

Bellpenny Choose Voyant Financial Planning Technology


October 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".