20 September 2023 10:51
Fintech start-up iFactFind and global financial planning technology company Voyant have integrated their tech services to facilitate client data transfer, enhance connectivity, and drive business efficiencies.
The integration eliminates the need for manual re-entering of data, minimising administrative tasks and reducing the risk of errors.
Voyant’s financial planning tool, AdviserGo, is iFactFind’s fifth integration, alongside Xplan, Worksorted, and Fin365 solutions.
AdviserGo, business, connectivity, data, Fin365, ifactfind, integration, tech, TECHNOLOGY, Voyant, Worksorted, Xplan
The FAAA has announced the winners of its recent board elections, who will all commence their terms on 23 November. Debora Kent was re-elected and Natallia Smith and Pedro Marin Ramirez are two new directors.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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