Below is a list of integrations available in the Australian Voyant software. To have any of the integrations activated on your account please reach out to support@planwithvoyant.com
Note: Only one integration may be used per client file.
SalesForce FSC - Import and Export
What does it import? Households, people accounts, financial accounts, assets, liabilities, and employment.
Practifi - Import Only
What does it import? Household, people accounts, asset/liabilities, income/expenses
Iress/xPlan - Import Only
What does it import? People, assets, liabilities, superannuation, income, expenses, insurance, pensions, retirement income.
Fin365 - Import Only
What does it import? Clients
Note: This integration needs to be turned on from the fin365 side, you will need to contact fin365 to have this activated.
iFactFind - Import Only
What does it import? Clients
Note: This integration needs to be turned on in iFactFind, instructions are linked in the import guide.
FAQ: Why hasn't this item been imported from my integration into Voyant?
If a particular item has not been imported into Voyant, it is likely that we do not have mapping for the account type from your integration into Voyant. You will likely need to enter this item manually. Please see our mapping guides linked above for more information about the items we import. If it is an account you often use, please contact support@planwithvoyant.com for help with additional mapping requests.