Bank of Montreal & Voyant have partnered together to create WealthPath, a digital-based financial planning platform. Intuitive, empowering, and technologically cutting edge, WealthPath makes planning easy for advisers so clients can reap the benefits.
Read more about the launch of WealthPath here.
Are you a firm interested in partnering with Voyant? Visit our website to start a free trial, or email bkrpec@planwithvoyant.com for more information.