Branded Voyant Documents
The following customised documents are available for order. Each document will enhance your use and your clients’ experience of the Voyant experience.
Bundle Deal
Buy all four of our branded Voyant documents for only £299 + VAT
“This fact find has come at an exciting time for us and it’s made to measure. Andy has been great and we now have a tool that works for us in our business -no problem was too big. A fast, professional and reliable service.” EAMON NOLAN – GEM & CO FINANCIAL SERVICES
Branded Voyant Fact Find
The Voyant Fact Find is brilliant, very efficient to use and saves you a lot of time.
I offer an enhanced Fact Find, which includes:
– Branding of the Fact Find with your company logo.
– Removing specific pages you feel you do not require.
– Reorganising the page order.
– Changes various fields.
– Inserting my awesome Expenses sheet (see below)
This is for both the UK & Ireland.
Short Fact Find (Branded)
Please see the video for an explanation of how the skinny/short importable fact find works.
Standard Expenses Sheet
I have a created a branded editable PDF to capture a clients expenses in the most efficient way. The client completes all of the required sections, these are then grouped into the specific Voyant expenses groups. You then manually enter the totals into Voyant (this take 1 minute).
This is for both the UK & Ireland.
Divorce Planning Expenses Sheet
I have created a branded editable PDF to capture a client’s expenses in the most efficient way. The client completes all of the required sections, these are then grouped into the specific Voyant expenses groups. You then manually enter the totals into Voyant (this takes 1 minute).
This is for both the UK & Ireland.
Bundle Deal
Buy all four of our branded Voyant documents for only £299 + VAT