The integration reduces rekeying for advisers looking to harness the power of hyper-personalized advice

Austin TX – August 6, 2024 -- Voyant, a comprehensive financial planning tool, has partnered with Oxford Risk, the leading behavioral finance experts to provide an end-to-end planning experience for wealth managers and financial advisers.

The integration, which will be released in Q3 2024, will reduce double-keying and re-keying for advisers, with improved engagement, increased assets under management, and enhanced regulatory compliance expected. By allowing the ability to move data between Oxford Risk’s suitability assessments and Voyant’s lifetime cashflow planning tools, advisers can provide clients with a more holistic view of their financial data.

“This collaboration will not only streamline the advisory process, but also enhance the quality of adviser advice with the addition of deep, personalized insights,” says Richard Anderson, Director of Strategy at Voyant. “Partnering with Oxford Risk allows each platform to combine their own strengths.”

“The partnership between Oxford Risk and Voyant ties together two unique propositions, giving financial advisers and wealth managers a ‘best in breed’ solution,” adds Oxford Risk’s Chief Client Officer, James Pereira-Stubbs.

About Oxford Risk

Founded in 2002 by leading decision science academics from Oxford University, Oxford Risk are experts in behavioural finance and financial well-being. They understand how people perceive risk, make judgements about risk, and behave in risky situations. They know how best to elicit and convey information to ensure those perceptions, judgements, and behaviours reflect true intent.  

Oxford Risk applies behavioural finance expertise and technology to help its clients deliver superior advice and service more efficiently.