• Holistic Financial Planning: Voyant provides comprehensive financial and wealth planning, addressing clients' entire financial life cycle, not just specific components.
• Visual Storytelling and Personalization: Voyant's emphasis on visual storytelling and hyper-personalization enables advisors to communicate complex financial concepts in an engaging and accessible way.
• Dynamic Scenario Analysis: Advisors can run dynamic scenario analyses, empowering clients to make informed decisions and demonstrating the advisor's commitment to transparency.
• Industry-Leading Calculation Engines: Voyant's advanced calculation engines offer accurate and reliable results, instilling confidence in the planning process.
• Flexibility and Customization: Highly customizable, Voyant allows advisors to tailor the platform to their methodologies and branding, creating a unique white-label experience for clients.
• Client Collaboration and Engagement: Voyant facilitates interactive planning sessions, fostering a collaborative and educational experience that deepens the advisor-client connection.
• Adaptability to Changing Needs: Voyant's adaptability allows advisors to update plans in real-time, demonstrating a proactive and client-centric approach.
• Enterprise Solutions for Scalability: Voyant offers scalable enterprise solutions, allowing advisors in large firms to leverage advanced technology while providing individualized client service.

Voyant empowers advisors to stand out by offering a unique, personalized, and technologically advanced approach to financial planning.

Hyper-personalization is an advanced approach to tailoring products, services, and interactions to meet individual customer needs and preferences at an extremely granular level. It involves leveraging data and technology to provide highly customized experiences that resonate with each user on a personal level.

Voyant places a strong emphasis on hyper-personalization because it aligns with our commitment to transforming financial planning into a deeply individualized and engaging experience. Here's why hyper-personalization is crucial to Voyant:

• Understanding Unique Client Scenarios: Hyper-personalization enables Voyant to delve into the intricacies of each client's financial life. By considering specific circumstances, goals, and challenges, Voyant can create tailored plans that address the individual needs of each client.
• Enhanced Client Engagement: Clients are more likely to be engaged when financial plans resonate with their unique situations. Hyper-personalization allows Voyant to craft visualizations and scenarios that are relevant and relatable, fostering a deeper connection between advisors and their clients.
• Dynamic and Adaptive Planning: Financial situations evolve, and hyper-personalization ensures that plans can adapt accordingly. Voyant's approach enables advisors to dynamically adjust scenarios, providing clients with real-time insights that reflect changes in their lives or financial landscapes.
• Improved Decision-Making: Detailed insights into individual financial scenarios empower clients to make informed decisions. Voyant's hyper-personalized approach ensures that clients have a clear understanding of their financial future, facilitating better decision-making and goal achievement.
• Customizable Solutions for Advisors: Advisors using Voyant can leverage hyper-personalization to tailor the platform to their unique methodologies and preferences. This flexibility enables advisors to create a personalized and branded experience for their clients, reinforcing their value proposition.
• Competitive Advantage: In a landscape where clients seek more personalized and meaningful interactions, hyper-personalization positions Voyant and its users at a competitive advantage. It demonstrates a commitment to understanding and addressing the individual needs of clients, setting Voyant apart in the financial planning space.

Hyper-personalization is not just a feature for Voyant; it's a core philosophy that drives our mission to revolutionize financial planning by making it more relevant, engaging, and tailored to the unique circumstances of each individual client.

‍

For further information please contact: sales@planwithvoyant.com

We accept PayPal; Visa or MasterCard credit/debit cards; and ACH Payments - manual bank transfer payments, standing orders, or direct debit.

AdvisorGo licenses:  The number of licenses will be based on the numbers of advisors that are actively creating wealth management strategies and plan for their clients.  For further questions, please contact us and we can assist you in determining the number of licenses needed.

‍ClientGo licenses:  Advisors choose which of their clients have access to ClientGo. ClientGo licenses are not used until the adviser sends an invitation for the client to access. If the client never accesses ClientGo or the advisor chooses to revoke the license, the license is able for reissue the license to another client.

Voyant offers comprehensive training resources, including tutorials, webinars, and documentation, to help users maximize the benefits of the platform. Our award-winning support team is always available to address any queries or concerns you may have.

1. Visit the Voyant website at www.planwithvoyant.com.

2. Click the "Free Trial" link top-right or in the center of the home page.

3. A form will be displayed, enter your personal details in the form and create a username and password.

4. Click “Service Agreement” to read our Terms of Service, then check the box to accept the Service Agreement and click “Submit.”

5. The software will display your new profile. Be sure to click “Submit” again to confirm For additional assistance, contact support@planwithvoyant.com

Voyant offers integrations with the following partner service providers – back office systems, risk profiling tools, trading and wrap platforms, data aggregation services, fund pricing feeds and other data providers. Please contact Voyant Support for further assistance. We will gladly turn on any of these integration services for our subscribers and trialists, provided they have made arrangements with the integration partner as subscribers or trialists of their services.

Yes, financial advisors and clients can upload and share documents in our secure Voyant Vault.

AdvisorGo is a web application that runs in a web browser. Its operational requirements are minimal. All you will need to run it is a modern browser, an internet connection, and a Voyant advisor (or auxiliary) user account.

Voyant upholds the highest standards when it comes to protecting client data. Please see Voyant’s Security and Privacy Policy, for further information please contact support@planwithvoyant.com

Yes, with ClientGo, the Voyant platform can be used by clients to help visualize their future.

Yes, Integrations with third-party systems, data providers.  If you need more information, please contact support@planwithvoyant.com

‍

You can find our integration partners by clicking on Integrations under the Resources menu. If we don't have one of your service providers on the list, we can integrate with any solution, dependent on demand among our subscribers, a willingness to work with us, and a technological fit.

‍

‍

‍

Voyant is a leading provider of wealth management, financial planning and visualization solutions. Our platform empowers financial advisors to deliver personalized and engaging plans to their clients, revolutionizing the way financial planning is approached.

Unlike traditional planning tools, Voyant goes beyond mere calculations. We provide visualization solutions that allow advisors to engage clients through hyper-personalization and compelling visual storytelling of their entire financial life cycle, providing a comprehensive and dynamic planning experience.

Voyant was founded in 2006 and is headquartered in Austin, TX.

Yes.

At Voyant, our enterprise solution is custom-fit, not one-size-fits-all.  In partnership, we will tailor your instance with the features and functionality that serve your firm and your clients the best. Our engineers will shape a Voyant experience that is 100% yours based on your unique needs.

AdviserGo is a web application that runs in a web browser. Its operational requirements are minimal. All you will need to run it is a modern browser, an internet connection, and a Voyant adviser (or auxiliary) user account.  Note: These are our supported browsers and mobile operating systems. Older versions could potentially work, but the application may not perform as expected - e.g. buggy animations and/or odd looking CSS styles.

Voyant currently offers integrations with the following partner service providers - back-office systems, risk profiling tools, trading and wrap platforms, data aggregation services, fund pricing feeds and other data providers.  Please contact Voyant Support for further assistance. We will gladly switch on any of these integration services for our subscribers and trialists, provided they have made whatever arrangements are necessary with the integration partner as subscribers or trialists of their services.

AdvisorGo licenses: The number of licenses will be based on the numbers of advisors that are actively creating wealth management strategies and plan for their clients.  For further questions, please contact us and we can assist you in determining the number of licenses needed.  

‍ClientGo licenses:  Advisors choose which of their clients have access to ClientGo. ClientGo licenses are not used until the adviser sends an invitation for the client to access. If the client never accesses ClientGo or the advisor chooses to revoke the license, the license is able for reissue the license to another client.

We are committed to a long-term partnership and offer ongoing support services to ensure you and your clients have the best experience with Voyant.

Yes, that is part of the Voyant solution.