U.S. software firm releases retirement planning tools

By Jonathan Got | April 17, 2024 | Last updated on April 17, 2024
1 min read
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Wealth management software developer Voyant, based in Texas, has launched three simulations on its AdviserGo platform that illustrate the impact of longevity, long-term care and disability on clients’ retirement plans.

The idea is each simulation provides insights, allowing advisors to “test something without making a change to the plan,” said Voyant CEO David Kaufman.

The longevity risk tool can model, for example, variable annuities and demonstrate the products’ impact on clients’ financial goals.

Showing “what if” outcomes of scenarios, with or without insurance products, helps advisors and clients have realistic conversations about financial planning, Kaufman said.

Voyant’s Canadian customers include TD, CIBC and BMO, as well as wealth management firms. In addition to Canada and the U.S., the company operates in the U.K., Ireland and Australia.

Webull’s desktop platform now available

Discount brokerage Webull launched its desktop platform in Canada on Monday. Webull’s mobile app launched in Canada in January, and the firm started offering interest on uninvested Canadian dollars in March.

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Jonathan Got

Jonathan Got is a reporter with Advisor.ca and its sister publication, Investment Executive. Reach him at jonathan@newcom.ca.