Voyant's fully customizable, API-first platform mines data from every practice area and seamlessly integrates with industry-leading technologies. It can aggregate client assets in real time, unlocking greater potential for advisors and their clients. This allows service providers to spend less time building plans and more time growing their business.
Together we’ll tailor your solution with features that best serve your firm — from a client portal, to the backend modeler, to the secure document vault. You’ll receive a Voyant experience that’s 100% you, including private labeling to strengthen your brand.
The platform’s flexible interface and sophisticated functionality allow advisors and clients to visualize a myriad of scenarios. Bring retirement, banking, high-net-worth and more together, with data-driven solutions that bring clients’ life goals within reach.
Voyant prioritizes security with protocols that include patch management, audit trail logging, and suspicious activity alerts. Multiple encryption methods ensure data on our platform is secure.
From data migration to adviser onboarding, ongoing training and support, Voyant is a reliable source of continuous assistance. Our dedicated tech and customer service specialists collaborate with users to maximize the platform's capabilities.
Voyant is a comprehensive wealth management tool purpose-built to help advisors deepen their client relationships. Turning sophisticated calculations into dynamic, visual conversations, Voyant empowers advisors to help investors to live out their richest and most rewarding lives.
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