Voyant Financial Planning: Smart Tools for Advisors

Voyant: Future-Proofing Financial Success

Voyant is a leading provider of financial planning software designed to empower financial advisors and their clients with interactive, visually driven financial insights.

Founded in 2008, Voyant has transformed how financial professionals approach planning by making complex financial data more accessible. Its dynamic platform offers hyper-personalized strategies for investment planning, tax optimization, and retirement forecasting.

This article explores Voyant’s features, pricing, integrations, and its role in reshaping the financial advisory landscape.

Comprehensive Planning Tools

Voyant’s software offers a robust suite of financial planning tools that allow advisors to develop highly customized financial strategies tailored to each client’s unique goals.

Financial Planning

Financial planning involves balancing current financial realities with future goals, and Voyant provides advisors with the tools to create comprehensive, interactive financial plans. The platform allows users to integrate various financial components, visualize their impact, and explore multiple planning scenarios in real time.

• Helps advisors create dynamic plans that adjust to changing financial conditions.
• Provides real-time data visualization, enabling clients to understand their financial outlook.
• Supports scenario planning to analyze short-, medium-, and long-term goals.

Wealth Management and Investment Planning

Wealth management requires a deep understanding of investment strategies, asset allocations, and risk assessment. Voyant equips advisors with advanced computational tools to simulate investment scenarios, assess tax implications, and optimize portfolio strategies for maximum returns.

• Simulates different asset allocation strategies to compare potential returns.
• Uses Monte Carlo simulations to evaluate investment risks under market fluctuations.
• Provides tax-efficient investment strategies to minimize tax burdens.

Retirement Planning

Voyant simplifies retirement planning by allowing advisors to model different retirement scenarios. The platform’s interactive timeline and real-time analytics help clients understand when and how they should retire while considering tax optimization and longevity risks.

• Models multiple retirement dates, income sources, and potential life events.
• Optimizes Social Security withdrawal strategies using break-even analysis.
• Uses cash flow modeling to assess projected income and expenses in retirement.

Tax and Estate Planning

Tax and estate planning involve assessing various strategies to minimize tax liabilities while ensuring a smooth wealth transfer. Voyant provides advisors with tools to analyze estate taxes, gifting strategies, and wealth preservation techniques.

• Identifies tax-saving opportunities through advanced tax scenario modeling.
• Visualizes estate tax implications and wealth transfer strategies.
• Helps clients explore charitable giving, family gifting, and trust structures.

Interactive Visualizations

Voyant transforms complex financial concepts into intuitive visuals that help clients better understand their financial future.

Visualize Impact

Clients often struggle with understanding complex financial data, but Voyant’s visualization tools help illustrate financial strategies in an easy-to-digest format. These tools make it possible to show clients the impact of their financial decisions in real time.

• Converts raw financial data into interactive graphs and charts.
• Provides a clear breakdown of financial plans and outcomes.
• Helps clients grasp the effects of savings, investments, and expenses over time.

Pathfind Possibilities

Voyant’s scenario modeling feature enables advisors and clients to explore different financial paths before committing to a decision. This functionality allows clients to evaluate multiple outcomes and make informed choices.

• Simulates various financial scenarios based on client inputs.
• Highlights different ways to achieve long-term financial goals.
• Encourages proactive financial decision-making with real-time updates.

Demystify Solutions

Financial planning can often feel overwhelming, but Voyant simplifies the process by breaking down complex concepts into step-by-step explanations. The platform enhances client engagement by providing clear, easy-to-understand solutions.

• Breaks down financial concepts into user-friendly, digestible insights.
• Provides interactive dashboards to track progress toward financial goals.
• Encourages clients to actively participate in financial planning.

Client-Centered Collaboration

Voyant’s platform fosters meaningful client-advisor relationships by emphasizing collaboration and transparency.

Enable Dialogues

Unlike traditional financial planning tools, Voyant enables interactive discussions rather than one-sided reports. Advisors and clients can adjust inputs together to see how different decisions impact financial goals.

• Allows for real-time collaboration between advisors and clients.
• Helps clients engage in financial discussions rather than passively receive reports.
• Strengthens trust and transparency in financial planning.

Hyper-Personalization

Every client has unique financial needs, and Voyant’s customization features allow advisors to tailor plans to reflect these differences. The platform ensures that each financial strategy is aligned with the client’s values and long-term aspirations.

• Adapts financial plans to each client’s specific goals and preferences.
• Allows for flexible adjustments to account for life changes.
• Provides scenario-based comparisons to help clients make better decisions.

Enterprise Solutions

Voyant offers tailored solutions for financial institutions, ensuring scalability and security for large advisory firms.

Streamlined Process

Voyant’s API-first approach allows financial institutions to integrate data from multiple sources, improving efficiency and accuracy. The platform aggregates client assets in real time to provide a comprehensive financial picture.

• Seamlessly integrates with existing financial planning tools.
• Automates financial modeling and reporting processes.
• Reduces manual data entry errors and enhances workflow efficiency.

Customized Solutions

For financial firms looking for tailored solutions, Voyant offers private-label options and enterprise-level customization. Advisors can align the platform’s functionality with their branding and client engagement needs.

• Offers white-label branding to ensure a seamless client experience.
• Provides custom-built planning modules based on firm-specific needs.
• Enhances operational efficiency through advanced automation tools.

Robust Security

Voyant prioritizes data security, ensuring that all client information remains protected through encrypted storage and activity monitoring.

• Implements multiple layers of encryption to safeguard client data.
• Provides detailed audit trails to track changes and updates.
• Offers enterprise-grade compliance features for regulatory adherence.

Who is it for?

Voyant’s financial planning software is built to serve a diverse range of financial professionals, offering personalized, data-driven solutions for various client needs. The platform’s flexibility allows advisors to create hyper-personalized strategies that align with different financial goals, making it an essential tool for professionals across the industry.

Financial Advisors

Helps advisors demonstrate their value proposition through an intuitive, goal-oriented interface. Streamlines financial planning by integrating wealth management, cash flow analysis, and tax and estate planning. Reduces time spent on manual calculations, allowing advisors to focus on expanding their business.

Wealth Managers

Offers a vibrant timeline tool to illustrate how financial goals and life events are interconnected. Enhances client engagement through interactive financial presentations and collaborative discussions. Supports wealth preservation and legacy planning with in-depth financial modeling.

Retirement Planning Specialists

Enables advisors to create multiple goal-based scenarios covering different retirement dates, income sources, and life events. Provides tools for assessing the impact of investment decisions, Social Security strategies, and cash flow management. Uses illustrative models to help clients visualize and stay on track with their retirement plans.

Banks & Large Enterprises

Provides scalable financial planning solutions with seamless API integrations and bundled features. Simplifies complex financial calculations with interactive models that encourage collaboration. Strengthens client relationships by offering easy-to-understand financial insights and scenario-based planning.

Pricing & Plans

Voyant’s pricing model is flexible, offering different plans based on user needs.

Adviser and Client Plans

Voyant’s pricing is structured to cater to both individual advisors and enterprise clients, allowing financial professionals to scale their services efficiently.

• Adviser License: $150 per month for full access to financial planning tools.
• Auxiliary Users: $50 per month for support staff who assist advisors.

Client Engagement Modules

Voyant offers additional modules for enhanced client engagement.

• Client Interface (Client Go): $100 per month for the first 25 client licenses, with additional 25-license bundles available at $75 per month.
• Document Vault: Secure document storage at $3 per client per month.
• Snapshot Dashboard: High-level financial overviews with pricing available upon request.

Enterprise Customization

Large financial institutions can benefit from Voyant’s customizable enterprise solutions.

• White Labeling: $750 setup fee with a $60 monthly service charge.
• Enterprise Wellness Module: Digital-first planning solution for enterprise clients (pricing available upon request).

Conclusion

Voyant’s comprehensive financial planning software is redefining how advisors and clients interact with financial data. By combining visual storytelling, interactive scenario modeling, and collaborative engagement tools, Voyant empowers financial professionals to deliver customized, forward-looking strategies. Whether used for investment planning, retirement forecasting, or wealth management, Voyant stands as a leader in financial planning innovation.

FAQs

What makes Voyant different from others?

Voyant’s strength lies in its interactive, visually engaging platform that allows advisors and clients to explore multiple financial scenarios dynamically.

Who can benefit from using Voyant?

Financial advisors, wealth managers, retirement planning specialists, and large financial institutions use Voyant to enhance financial planning and improve client engagement.

How does Voyant help with tax and estate planning?

Voyant allows advisors to assess tax strategies, estate taxes, and wealth transfer scenarios while visualizing long-term financial impacts.

What are some of Voyant’s key pricing options?

Adviser licenses start at $150 per month, with additional pricing options for enterprise solutions, client engagement tools, and white-labeling services.

Can Voyant be customized for enterprise needs?

Yes, Voyant offers enterprise solutions with API integrations, private labeling, and customizable modules to meet institutional requirements.