Delivering a hyper-personalized client experience that meets the expectations and needs of today’s sophisticated clients is a full-time job that leaves little - if any - time to prospect for new clients or engage in other business-building activities.
With these constraints, how do you earn clients’ trust, differentiate yourself from the competition and grow your business? With Voyant.
It’s Scalable: Serve a growing and diverse client base in a cost-effective manner.
It’s Secure: Your clients’ documents are safely stored in the platform’s Vault while client data is protected.
It’s Distinct: Its unique capabilities make your business more referable.
It’s Flexible: Create multiple scenarios over different time frames including various inputs, to help clients envision their future and then arrive at it.
It’s Intuitive: Highly complex calculations are delivered in easy-to-understand visuals.
It’s Comprehensive: Voyant’s extensive menu of inputs addresses the unique circumstances of clients at any AUM level and stage of life.
It’s Integrated: The platform’s API capabilities seamlessly integrate with your current systems, streamlining the data gathering process and reducing potential data entry errors
It’s Cost Efficient: Reduce staffing needs and shorten client meetings, putting more time back in your day to focus on business growth.
It’s Environmentally Friendly:
Use less paper.
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.
