Australian fintech start-up, iFactFind, and global financial planning technology company, Voyant, have integrated their advice solutions to facilitate client data transfer, enhance connectivity and drive business efficiencies.
A statement from iFactFind says the integration of its digital online fact find and Voyant’s financial planning tool, AdviserGo “…eliminates the need for manual re-entering of data, minimising administrative tasks and reducing the risk of errors.”
AdviserGo is iFactFind’s fifth integration, alongside solutions including Xplan, Worksorted and Fin365.
Since entering the Australian market in 2021, Voyant has completed a number of integrations, signally the US-headquartered group’s intentions to expand in Australia, according to the statement.
Paul Moran, Co-founder of iFactFind, says the group’s partnership with Voyant was driven by adviser demand, noting they have “…worked closely with Voyant to integrate our solutions for advisers.”
He says the integration enables one click instant modelling, based on its mini fact find, and once a comprehensive fact find has been completed or updated, advisers can conduct more extensive modelling.
“This can form the basis of insightful and robust client discussions. It also speeds up the delivery of advice, facilitates more efficient meetings.”
Stephen Browne, Vice President of Business Development for Australia and Europe at Voyant, says integration and collaboration with other technology providers for the benefit of advisers and their clients is part of the group’s strategy and DNA.
“We are an API-first [Application Programming Interface] company, meaning we strongly believe in the connectivity of systems.”
He adds that the firm’s AdviserGo is an API-first product, making it relatively simple and inexpensive to integrate it with other API systems like iFactFind .
Globally, Voyant has a number of of integration partners and over 20,000 users.
In the UK, it’s the largest financial planning software provider, having built enterprise solutions for a number of institutions and it also has a large presence in Canada.
“We’ve spent the last couple of years learning about the Australian market, listening to advisers and understanding their needs and pain points, and developing our system for Australian users,” he notes, adding that Australia is an important market for the company.
