*Pricing for adviser assistants and paraplanners only. To qualify for an auxiliary license, the licensee may not be registered as an adviser with applicable regulatory authorities.
For Advisers
White Labeling
Our solutions, your brand presence.
Firm branding across interface & client deliverables
Custom assumptions & presentation standards
Alignment with internal governance & client expectations
CA$825
Set-up fee
CA$70/mo
Service Charge
For Advisers
Vault
Centralized document governance.
Secure storage of client planning documents
Controlled access & permission management
Streamlined retrieval & compliance support
CA$4/mo
Per client
For Clients
ClientGo
Structured client participation.
Controlled client visibility into planning scenarios
Secure input and collaboration without loss of advisor oversight
Designed to support engagement without analytical fragmentation
CA$125/mo
1st bundle (25 Client Licenses)
CA$100/mo
Additional bundles of 25 Licenses
For Clients
Snapshot
A dashboard of overall financial well-being.
Monitor and visualize portfolio performance
Integrate with existing financial applications
Allow clients to keep tabs on their long-term goals
Institutional by design. Voyant adapts to your firm’s operating reality—from brand standards to governance—without compromising analytical depth.
Document
Custom Reporting
Precision for decision-makers, not templates. Surface exact analytics by client, entity, or strategy. Maintain total control over structure, visibility, and presentation standards.
Invest
Custom Investment Products
Model the non-standard. A framework for incorporating proprietary assets into live models. Integrate bespoke investment vehicles alongside broader strategies to reflect the full scope of client capital.
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