Grow Your Business with Voyant

There are still only 24 hours in a day.

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.

Serve More Clients

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.

Deliver Hyper-Personalized Services

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.

Save Time and Resources

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.

We want to tell you more about the business - building features of Voyant.
Schedule a consultation