New solution bridges the gap between corporate and personal wealth management with advanced modeling capabilities for complex ownership structures

July 22, 2025 – Voyant, Inc., a global provider of SaaS-based wealth management solutions, has announced the launch of its innovative Corporate Module, a sophisticated addition to its Wealth Experience Platform designed specifically to address the unique challenges faced by business owners and those with complex corporate structures.

The new module enables financial professionals to create comprehensive maps of intricate financial scenarios, providing detailed analysis of corporate ownership across diverse instruments including investments, properties, insurance policies, and debt. This unprecedented level of modeling precision allows advisors to develop more nuanced strategies for clients with sophisticated corporate and trust structures.

"High-Net-Worth business owners face unique challenges when attempting to create cohesive financial strategies that address both their corporate and personal wealth," said David Kaufman, CEO at Voyant. "Voyant’s Corporate Module eliminates these silos, providing a unified view that maximizes tax efficiency, succession planning, and risk management to enhance long-term wealth potential.”

The solution provides several key benefits for financial professionals and their high-net-worth clients:

• Advanced Cash Flow Modeling: Seamlessly tracks and projects cash flow between corporate entities and personal finances
• Tax Optimization: Identifies opportunities to minimize tax liabilities across complex ownership structures
• Succession Planning: Models ownership transitions and distributions with precision
• Risk Management: Provides comprehensive analysis of potential risks across the entire financial landscape

Early adopters report significant improvements in their ability to deliver sophisticated wealth management services. The technology-driven approach has streamlined complex financial analyses while fostering deeper client engagement through more meaningful, data-driven conversations.

Voyant's Corporate Module is available immediately to financial professionals as part of the company's Wealth Experience Platform. For more information, contact sales@planwithvoyant.com.