Collaborate with your clients to create a detailed financial plan encompassing where they are now and where they want to go. You can:
Review clients’ current financial status and simulate the impact of "what-if" scenarios on forward-looking plans
Develop detailed plans and risk profiles for retirement, education, gifting and tax-efficient transfer of wealth
Integrate with third-party tools and systems to provide a more complete financial planning solution
Adjust for life and death situations, and everything in-between
Give your clients access to adjust plan inputs in their own time, exploring different goals and assumptions, as they determine what theyreally want, need, and can afford.
Client Go’s client-facing interface can be used for onboarding new clients into the Voyant software and as a review tool for existing clients
It keeps adviser's original plan intact while clients explore their dreams
Clients can even invite their spouses and other family members to play along from the comfort of their own home
Voyant's Vault helps you
Simplify document intake
Quickly search and retrieve important information anytime, anywhere
Decrease compliance risk
A one-stop-shop dashboard that shows both you and your clients a high-level overview of their finances
Captures investments, properties, and beyond
Snapshot automatically updates to show every ebb and flow of your clients' finances
Firms of any size can customize Voyant to their branding standards. From reports to client interface, reinforce your brand with Voyant's solutions, seamlessly.
White Label Package includes: custom colors, logos, market assumptions, preferences, and more
Need branding help? Our creative team will work with you to create a bespoke offering
Clients can access a personalized mix of self-directed planning tools and services to help them plan for their financial futures
Customize module-based solutions, including calculators, account aggregation, simplified goal planning and financial timelines
Configure digital-first solutions according to business needs
Can be accessed from your corporate intranet, employer benefit site or as part of direct-to-consumer digital solutions
Leverage data for lead generation, client segmentation and target marketing efforts
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.
