Voyant and Sprint are pleased to release a strategic integration designed to save you time and money.
This integration will enable all of your platform and back office data to be available in the Voyant cashflow solution
This data is available not only to create a new Voyant plan but more importantly, enables you to update an existing client plan, thereby reducing the amount of time and risk associated with the manual processes currently available.
Fastrak from Sprint can collect your data from the platforms and back offices as detailed below.
Available Platforms include:
Available Back Office Data includes:
How much will it cost?**
||£10 per month*
||£5 per month per additional platform*
|Back Office integration
|| £15 per month*
What do I get
By signing up to this service you will get:
- Fastrak Dashboard – these are fully configurable by you to show the information that you feel is most important and includes:
- Assets under management
- Data import status
- Client Portal - The portal is “white labelled” to fit within your existing website and provides your clients 24x7 access to their up to date investment data
- Data feed into Voyant
The number of client accounts per platform is limited to 1,000. If you have more than 1,000 clients on a single platform then please contact us for a direct quotation.
The pricing above is based on the first 100 firms to sign up.
** Set to a minimum monthly payment of £25
* All subject to VAT
Does this interest you?
Please contact us on 0845 123 3803 or complete the Voyant Integration form below and we will be in touch: