Private finance | Voyant Rolls Out Retirement Planning Instruments

Private finance | Voyant Rolls Out Retirement Planning Instruments


Watch has added three new monetary planning and modeling instruments centered on retirement planning to its monetary wellness and wealth administration software program.

These retirement planning simulations are designed to assist monetary advisors clarify complicated options with the press of a button, offering larger visibility and readability and their Assist shoppers make knowledgeable selections. Information for the newspaper.

“Our new instruments are designed to assist advisors envision their shoppers’ lives past their careers, permitting them to visualise the affect of complicated merchandise within the context of their larger monetary image. ” David KaufmanVoyant’s CEO mentioned within the launch.

In response to the discharge, a brand new instrument, Voyant Longevity Danger, permits advisors to mannequin complicated variable annuities, exhibit the affect of those merchandise within the context of consumer objectives and aims, and exhibit the advantages of safe revenue.

The corporate’s newly added Voyant Incapacity helps advisors anticipate the monetary implications of accidents, diseases and different unexpected life occasions in terms of a consumer’s wealth and retirement financial savings, the discharge mentioned. This instrument helps advisors present incapacity insurance coverage advantages.

A 3rd new instrument, Voyant Lengthy-Time period Care, offers advisors a solution to visualize the monetary affect of long-term care, together with the flexibility to afford care and the long-term monetary affect of these prices, per the discharge. With this instrument, advisors can present the good thing about a long-term care coverage.

“These instruments give advisors peace of thoughts by serving to their shoppers perceive and mitigate probably damaging monetary occasions and empowering shoppers to make knowledgeable selections about their monetary future,” Kaufman mentioned within the launch. permit.” “With each ‘what if’ scenario, Voyant has options to make clear the large monetary image.”

Within the first product launch, Voyant mentioned in November that it launched a Wealth administration Voyant Wellness is a instrument designed for enterprise shoppers similar to banks, personal banks and wealth administration companies.

Voyant Wellness contains standalone calculators, account aggregation, simplified aim planning and different “customized module-based options” that may be built-in into the corporate’s model and inside instruments and utilized by shoppers or workers. can

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