Subscriptions That Meet Your Budget and Your Needs … Whatever They Are

Central to the Voyant value proposition is flexibility. And that extends to our wide array of packages and pricing.

You decide what works best for you, your business, and your clients. No matter which subscription you choose, you will have access to Voyant’s premier training and customer service specialists.



Deliver a complete financial view to your clients

Collaborate with your clients to create a detailed financial plan encompassing where they are now and where they want to go. You can:

  • Review clients’ current financial status and simulate the impact of "what-if" scenarios on forward-looking plans

  • Develop detailed plans and risk profiles for retirement, education, gifting and tax-efficient transfer of wealth

  • Integrate with third-party tools and systems to provide a more complete financial planning solution

  • Adjust for life and death situations, and everything in-between

*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.


Auxiliary Users*



The Foundation of Client Collaboration

Give your clients access to adjust plan inputs in their own time, exploring different goals and assumptions, as they determine what theyreally want, need, and can afford.

  • Client Go’s client-facing interface can be used for onboarding new clients into the Voyant software and as a review tool for existing clients

  • It keeps adviser's original plan intact while clients explore their dreams

  • Clients can even invite their spouses and other family members to play along from the comfort of their own home

First 25 Client Licenses

Additional 25 License Bundles


Safely store and share documents in one central location, 24/7/365.

Voyant's Vault helps you

  • Simplify document intake

  • Quickly search and retrieve important information anytime, anywhere

  • Decrease compliance risk

Per Client


What Your Clients Need To Know, On Demand

  • A one-stop-shop dashboard that shows both you and your clients a high-level overview of their finances

  • Captures investments, properties, and beyond

  • Snapshot automatically updates to show every ebb and flow of your clients' finances

Price Available Upon Request

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white labeling

Your Brand, Our Solutions.

Firms of any size can customize Voyant to their branding standards. From reports to client interface, reinforce your brand with Voyant's solutions, seamlessly.

  • White Label Package includes: custom colors, logos, market assumptions, preferences, and more

  • Need branding help? Our creative team will work with you to create a bespoke offering

Set Up Fee

Service Charge


An Enterprise Solution to Empower Clients and Promote Business Growth

Clients can access a personalized mix of self-directed planning tools and services to help them plan for their financial futures

  • Customize module-based solutions, including calculators, account aggregation, simplified goal planning and financial timelines

  • Configure digital-first solutions according to business needs

  • Can be accessed from your corporate intranet, employer benefit site or as part of direct-to-consumer digital solutions

  • Leverage data for lead generation, client segmentation and target marketing efforts

Price Available Upon Request

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Contact us with any questions around any of our solutions.
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