Relay WealthTrack and Voyant Announce Integration Partnership
Integration of two systems eliminates rekeying of client data
Relay WealthTrack and Voyant (leading Cash Flow planning tool for professional advisors) have announced the integration of their two systems.
This means that advisers can quickly and easily exchange client’s personal and financial information between the two systems and with no more rekeying of client data, more time can be spent assessing their needs.
"Voyant Ireland are particularly delighted that this partnership with Relay WealthTrack is our first integration in the Irish Market. Time is the currency that both WealthTrack and Voyant trade in. This integration will save our mutual customers hours of re-keying data. Creating a fantastic user experience is a key driver in everything we do. This integration fits perfectly with that goal." ~ Stephen Browne, Managing Director, Voyant Ireland
"Relay WealthTrack are delighted to be partnering with Voyant on this integration. Many of our clients already use Voyant and the ability to quickly search and import WealthTrack from within the Voyant application will provide advisers with a complete toolset for managing their clients’ entire financial lives more efficiently." ~ Richard Fitzgerald, Relay Software