Voyant
Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients.
What Voyant is
Voyant is a web platform for wealth management, financial planning, and visualization, designed for advisers and their clients. Its tools cover cash-flow, goal, investment, insurance, tax, and scenario planning. AdviserGo supports advanced entities, trusts, jurisdictional considerations, scenario analysis, and comparative plan evaluation. Voyant can model income tax, capital gains, regional and global tax, insurance strategies, generational allocation, philanthropy, and estate-tax optimization, including trust-design stress tests. ClientGo gives clients controlled visibility into scenarios and secure collaboration while advisers retain oversight. Vault provides document upload, sharing, storage, and permission controls. AdviserGo runs in a modern browser with an internet connection and an adviser or auxiliary account. Voyant lists integrations and data aggregation for workflows from prospecting through reporting. Pricing starts at $150 a month, with no free plan and a free trial listed.
Good
- Supports cash-flow and goal planning
- Models tax, insurance, and investments
- Handles trusts and advanced entities
- Provides client collaboration tools
- Includes document vault permissions
Watch out
- No free plan
- AdviserGo requires a modern browser and internet
- Integration depends on technical fit
- Starting price is $150 a month
Who it suits
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.
Verdict
Voyant is built for advisers handling broad, complex financial planning rather than a single calculation. Its client portal, scenario tools, and document vault extend planning into supervised client collaboration.
Plans and prices
From Voyant's own pricing page, checked 8 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Vault | $3 a month | Per client · $3/mo Per client |
| AdviserGo — Auxiliary Users | $50 a month | For adviser assistants and paraplanners only; licensee may not be registered as an adviser with applicable regulatory authorities · $50/mo |
| White Labeling — service charge | $60 a month | White labeling · $60/mo Service Charge |
| ClientGo — additional bundles | $75 a month | Each additional bundle has 25 licenses · $75/mo Additional bundles of 25 Licenses |
| ClientGo — 1st bundle | $100 a month | 25 client licenses · $100/mo 1st bundle (25 Client Licenses) |
| AdviserGo — Advisers | $150 a month | For advisers · $150/mo |
| White Labeling — set-up fee | $750, paid once | Firm branding across interface and client deliverables; custom assumptions and presentation standards · $750 Set-up fee |
| Snapshot | Priced on request | Price available upon request · Price available upon request |
The facts
Each one read from Voyant's own pages, with the date it was checked.
Where it runs
- Browser access
- The FAQ states AdviserGo is a web application that runs in a modern browser with an internet connection and a Voyant adviser or auxiliary account.checked 8 Oct 2001
What it does
- Client collaboration
- ClientGo provides clients controlled visibility into planning scenarios and secure input and collaboration while the adviser retains oversight.checked 8 Oct 2001
- Document vault
- Voyant Vault lets advisers and clients upload and share documents, with secure storage and controlled access permissions.checked 8 Oct 2001
- Integrations
- Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit.checked 8 Oct 2001
- Product
- Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients.checked 8 Oct 2001
- Security
- Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients.checked 8 Oct 2001
- Security assessments
- Voyant says independent entities regularly conduct application-level and infrastructure-level penetration tests, and customers may request available reports and certifications through support.checked 8 Oct 2001
- Support
- Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos.checked 8 Oct 2001
- Wealth transfer
- Voyant models generational allocation, philanthropic structures, and estate tax optimization, including trust design stress tests.checked 8 Oct 2001
The company
- Company age and location
- Voyant says it was founded in 2006 and is headquartered in Austin, Texas.checked 8 Oct 2001
- Headquarters
- Austin, Texas, USAchecked 28 Sep 2001
Money
- Complex planning
- AdviserGo supports advanced entities, trusts, jurisdictional considerations, scenario analysis, and comparative plan evaluation.checked 8 Oct 2001
- Free trial
- Voyant provides instructions for registering for a free trial, but the page does not state its duration.checked 8 Oct 2001
- Tax planning
- Voyant models income tax, capital gains, regional and global tax, and insurance-based strategies within financial plans.checked 8 Oct 2001
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