Global performance optimisation platform extends integration network with dynamic financial planning solution for Australian advisers
Sydney| june 29, 2022
Practifi, a performance optimisation platform for the wealth management industry, has today announced its integration with financial planning solution, Voyant.
The integration enables financial advisers to model multiple cashflow scenarios using different growth rate assumptions and taking individual assets and economic factors such as inflation into account to help clients determine whether their financial goals are attainable.
Financial modelling data can now flow seamlessly from Practifi and into Voyant’s platform to eliminate rekeying, as part of Practifi’s dedication to providing exceptional client experience and performance optimisation.
Commenting on the announcement, Practifi’s Director of Advice Solutions – APAC, Umesh Banga, said, “We are excited to announce our integration with Voyant and present Australian advisers with a seamless experience. The cornerstone of Practifi’s vision is to provide financial advisers across the country with both comfort and reassurance that they can continue to rely on Practifi to reduce friction in the advice process by providing integration options in financial modelling and advice provisioning.”
“Voyant has already demonstrated an excellent track record in Europe, the UK, and North America and shares our vision for making financial advice seamless and simple. We believe the software’s intuitive feature set will provide a stronger user experience and help streamline business performance for advisers more than ever before,” added Banga.
David Kaufman, CEO and Co-Founder at Voyant, said the company was pleased to extend its footprint in Australia via an integration with Practifi.
“At Voyant, we love good data and seamless experiences that provide increased value to advisers. There is something special to advisers to be able to move between Practifi and Voyant and know that their data moves with them without the need to rekey. This integration is a natural fit for Practifi and Voyant advisers,” Kaufman stated. “Voyant is a global financial presentation and collaboration platform that cuts through the complexity of financial planning. Our solution enables advisers to offer a holistic, engaging experience and build deeper relationships with their clients. A perfect alignment with the Practifi mission.”
The integration comes just one year after Voyant’s entrance into the Australian market in 2021.
Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management. To learn more, visit practifi.com.