Who We Serve

Built for advisors entrusted with guiding wealth across generations.

Whether you are a financial advisor, wealth manager, retirement planning specialist, or enterprise firm, Voyant equips you to serve every client with precision, authority & clarity.

We power the strategies that shape & transfer legacies.

See what Voyant is built to support:

Transition of Wealth

Assess gifting, trusts, and charitable strategies to reveal the impact of different planning scenarios on wealth transfer and tax efficiency.

Sale of a Company

Evaluate business sales and exit events, projecting tax implications and reinvestment strategies to preserve and optimize long-term legacy outcomes.

Goals-based Planning

Analyze client objectives against cash flow, projecting which goals are achievable and providing tools to explore alternative scenarios that may help clients reach their objectives.

Risk Planning

Design objective-based investing strategies and stress test client portfolios using Monte Carlo simulations, market crash insights, shortfall analysis, and more.

Insurance Planning

Implement complex insurance strategies, from long-term care and disability to whole-life and private placement life policies, to inform planning decisions.

Retirement Planning

Model cash flow, Social Security, and withdrawal strategies while projecting investment outcomes tailored to client risk tolerance.

Tax Planning

Assess income, capital gains, and multi-jurisdictional tax strategies to clarify their impact on long-term capital.

Testimonials

Voyant puts clients' minds at ease. Often, they are unclear whether they can retire or sell a business. I don't know how any financial planner can confidently guide someone to make that decision without using a holistic, visual tool like Voyant.

Mark Hall

Head of Advice Delivery

The Voyant output is very user-friendly. The easy-to-understand visuals give clients a good sense of their overall financial situation while also showing them the impact of various actions

Paddy Mahony

Chief Executive

Expect from your wealth management platform.

Set a new standard with Voyant’s wealth experience platform. Stress-test your plan, run estate scenarios on the fly, and show the impact of complex tax strategy alongside sleek, interactive visuals that show clients the impact of your advice.