Scottish Widows has further upgraded its adviser Platform, to provide access to the financial modelling software Voyant, as part of its aim to be “the easiest platform for advisers to do business on”.
This integration between Voyant and Scottish Widows Platform, available immediately through the Platform’s app store for current Voyant users enables advisers to use real-time platform data within the modelling software, eliminating the need to rekey data, which reduces the risk of errors and speeds up client service.
This latest improvement follows the Platform’s recent announcement that it will offer data connections to adviser’s CRM systems via the Origo Integration Hub.
Scottish Widows said it has been deepening and broadening its platform functionality and integration for advisers and paraplanners, with the ambition to make the platform one of the most connected in the market.
“A key pillar of our proposition is to continuously evolve the platform to ensure advisers and paraplanners have access to the best tech.,” said Ross Easton, head of Platform Proposition, Scottish Widows. “Our integration with Voyant delivers on that promise. In particular, the access to real-time data from our platform will save advisers time that they can use to deliver more value for their clients.
“We’re continuing to explore ways to expand the range of connections adviser teams have as part of our ongoing development. Ultimately, we want to be indisputably the easiest platform for advisers to do business on.”
