Moneyhub launches tech partnership with Voyant

Moneyhub has announced a new partnership that will see wealth management solution provider, Voyant, use Moneyhub’s open banking and open finance APIs throughout its adviser systems.

The partnership will provide advisers using Voyant’s platform with instant and real-time access to the complete picture of the clients’ financial world. This secure data sharing will allow advisers to expedite the fact-finding process with visibility over the client’s up to date assets and analysis of their income and expenditure in real time.

Moneyhub’s advanced financial analytics algorithms give advisers access to more granular information, enabling a more proactive and tailored service to their clients. In turn, clients could benefit from more personalised communications from their adviser who can surface the most relevant content and guidance based on their circumstances.

Voyant will consume real time data across the client’s financials from bank accounts, credit cards, investments, pensions, loans mortgages, ISAs and other financial products allowing for more accurate automatic modelling.

The solution also supports advisers with their Consumer Duty requirements by focusing on a client’s goals and providing products and services that are best suited to everyone.

Moneyhub managing director, Kim Jenkins, said: “A complete picture of a client’s financial information is vital for advisers to give personalised and effective advice. We’re excited to be working with Voyant to roll out our open banking and open finance connections to help improve efficiency, meet regulatory obligations and drive better consumer outcomes in the adviser space.”

Jenkins added: “We are dedicated to improving consumers’ lifetime financial wellness and we are delighted to be working with Voyant to support their adviser community to do just that. Consent driven, comprehensive and real-time access to financial data is critical for advisers to support their clients in achieving their long-term aspirations. Only with this information can they advise on the right products and solutions, at the right time, to deliver on those goals.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


Helping the credit challenged get mortgage ready
A rising number of borrowers are finding it harder to access mortgages due to being credit challenged - whether that’s from historic debts, a county court judgment, or having little to no credit history.

In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.


Inside the world of high net worth lending
The mortgage market continues to evolve, and so too does the answer to the question: what is a high net worth individual in today’s market? In this episode of the Mortgage Insider podcast, host Phil Spencer is joined by Stephen Moroukian, Head of Product and Proposition for Real Estate Financing at Barclays Private Bank, and Islay Robinson, founder and CEO of Enness Global. Together, they explore what brokers really need to know when supporting high net worth individuals.

The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.