{"id":67797,"date":"2023-09-26T10:24:01","date_gmt":"2023-09-26T00:24:01","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=67797"},"modified":"2023-09-26T10:25:20","modified_gmt":"2023-09-26T00:25:20","slug":"global-advice-tech-firm-integrates-with-australian-fintech","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2023\/09\/26\/global-advice-tech-firm-integrates-with-australian-fintech\/","title":{"rendered":"Global Advice Tech Firm Integrates with Australian Fintech"},"content":{"rendered":"

Australian fintech start-up, iFactFind<\/a>, and global financial planning technology company, Voyant<\/a>, have integrated their advice solutions to facilitate client data transfer, enhance connectivity and drive business efficiencies.<\/p>\n

A statement from iFactFind says the integration of its digital online fact find and Voyant\u2019s financial planning tool, AdviserGo \u201c\u2026eliminates the need for manual re-entering of data, minimising administrative tasks and reducing the risk of errors.\u201d<\/p>\n

\"\"<\/a>
Paul Moran …more extensive modelling can form the basis of insightful and robust client discussions<\/figcaption><\/figure>\n

AdviserGo is iFactFind\u2019s fifth integration, alongside solutions including Xplan, Worksorted and Fin365.<\/p>\n

Since entering the Australian market in 2021, Voyant has completed a number of integrations, signally the US-headquartered group\u2019s intentions to expand in Australia, according to the statement.<\/p>\n

Paul Moran<\/strong>, Co-founder of iFactFind, says the group\u2019s partnership with Voyant was driven by adviser demand, noting they have \u201c…worked closely with Voyant to integrate our solutions for advisers.\u201d<\/p>\n

He\u00a0 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.<\/p>\n

\"\"<\/a>
Stephen Browne …we are an API-first\u00a0 company, meaning we strongly believe in the connectivity of systems<\/figcaption><\/figure>\n

\u201cThis can form the basis of insightful and robust client discussions. It also speeds up the delivery of advice, facilitates more efficient meetings.\u201d<\/p>\n

Stephen Browne<\/strong>, 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\u2019s strategy and DNA.<\/p>\n

\u201cWe are an API-first [Application Programming Interface] company, meaning we strongly believe in the connectivity of systems.\u201d<\/p>\n

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 .<\/p>\n

Globally, Voyant has a number of of integration partners and over 20,000 users.<\/p>\n

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.<\/p>\n

\u201cWe\u2019ve 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,\u201d he notes, adding that Australia is an important market for the company.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2019s financial planning tool, AdviserGo \u201c\u2026eliminates the need for manual re-entering of data, minimising […]<\/p>\n","protected":false},"author":24,"featured_media":67807,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":{"0":"post-67797","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-general"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/67797","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=67797"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/67797\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/67807"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=67797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=67797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=67797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}