Design the Blueprint to Build Wealth

Tomorrow’s Success Takes Root Now

For clients focused on building wealth, tomorrow’s success is built today. This truth is what makes the Voyant platform so compelling. Voyant's platform is not just revolutionary; it's the key to visualizing various outcomes five, 10, or even 20 years into the future. And here's the game-changer: the ability to pivot today and alter tomorrow’s outcome.

Solidify relationships with clients during their wealth building phase:

Define Today’s Successes and Strategize for Tomorrow’s
  • Craft an interactive, comprehensive financial plan personalized to each client's unique goals, risk tolerance, and situation using Voyant's Timeline feature. Explore cash flow, expenses, debt, net worth, assets, plan worth, taxes, and more.
  • Balance clients’ short-, medium-, and long-term plans while accounting for market moves and life's inevitable changes. Voyant's interactive interface lets you enter your client’s key life events and goals, visually displaying various outcomes in real-time.
  • Create a safety net for lifelong needs by stress-testing outcomes with Monte Carlo simulations, gauging the overall probability of plan success
Identify and Address Risk
  • Gauge the impact of dramatic life changes and market volatility on portfolios and goals. Utilize Voyant's computational tools, including loss capacity, longevity risk, and market crash.
  • Help clients assess investment performance needed to fund life goals and how the timing of withdrawals and sequence of returns can impact their portfolio.
  • Offer clients the ability to see individual inputs, rather than in aggregate, to make better decisions. Voyant's "What-If?" capability allows you to create comparative scenarios without altering the original plan.
Develop Flexible Plans That Evolve as Your Clients Do
  • Run “What-if” scenarios to show the impact of actions taken now, or 10 years from now, on financial aspirations.
  • Conduct shortfall analyses to reveal deficiencies in your client's existing financial plan, addressing them before it's too late.
  • Model investment performance to illustrate all possible outcomes and their probabilities. Test against market volatility or market crash assumptions.
Put the power of Voyant’s sophisticated integrated technology to work for your clients and your business.
Schedule a consultation