Voyant is an elegant and efficient resource to demonstrate your value proposition. Our intuitive, goal-oriented interface transforms financial planning into a curated, collaborative experience, informing decision-making in the areas that matter most to clients, including wealth management, cashflow analysis, tax and estate planning strategies.
Spend less time building plans and more time expanding your business with Voyant.
Sophisticated clients demand a bespoke experience and personalized support. Deliver it with Voyant. The platform’s vibrant timeline feature captures multiple events over different timeframes, showing clients how their goals and actions are interrelated.
Harness Voyant's financial presentation and collaboration capabilities for realistic, non-transactional conversations that can amplify wealth and build legacies.
Voyant’s illustrative capabilities turn engagement into an art form. Clients with a firm understanding of their financial plan are more inclined to shut out short-term market volatility and stay the course.
Unleash Voyant to deliver multiple goals-based scenarios that encompass multiple people, retirement dates, goals, life events, income projections and assets (including property).
Voyant builds scale and confidence. Its bundled features, seamless API integrations, and user-friendly interface provide the foundation for precise calculations, paving the way for in-depth conversations. Compelling visuals simplify scenarios, encouraging collaboration and deepening client relationships.
Quickly address clients'"what-if" queries and share results with ease.
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.
