Voyant was recognized for bringing new innovations to market that make a difference in the lives of financial advisors

Austin, TX – July 22, 2025 – Voyant, a global provider of SaaS based wealth management, wellness and client digital engagement solutions, has been named a 2025 WealthManagement.com Industry Awards (“Wealthies”) finalist. Voyant’s nomination recognizes a new enhanced trust module, which renders complex trust strategies into visually intuitive client projections. Voyant was also recognized for their new Intelligent Fact Find, which uses AI-powered document processing to streamline client onboarding.

Now in its 11^th year, the Wealthies are a leading financial industry awards program that celebrates the organizations and individuals that bring new innovations to market. Winners will be announced at a formal awards ceremony on September 4^th in New York City.

Below is a look at Voyant’s finalist nomination. To view the complete list of 2024 Wealthies finalists, click here.

Enhanced Trusts Module

Category:  Estate Planning > Trusts

Intelligent Fact Find

Category: Technology Providers >Client Onboarding/ New Account Opening

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WealthManagement.com, an Informa business, provides everything professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. They offer financial services organizations a variety of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

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