Voyant Adviser

Product Type:

Financial Planning Tool | Client Portal Tool

Voyant Adviser is a holistic, goal-based Financial Planning solution.

INTEGRATION:

Envestnet Yodlee, Morningstar, Salesforce, Microsoft Dynamics, FinaMetrica, Redtail.

PRICING:

First Adviser – USD $150 / CAD $175 per month

2-25 Advisers – USD $110 / CAD $175 per month per adviser

26+ Advisers – Contact!

FREE TRIAL AVAILABLE?

Yes.

CREATED BY:

Voyant

COMPANY ABOUT US:

Voyant is the global leader of goal-based financial planning software supporting the US, Canadian, UK and Ireland markets. Voyant’s state-of-the-art digital platform includes Cash Flow Planning, Investment Advice Planning, Retirement Planning, College, Insurance Needs, Tax Analysis & Optimization, Debt & Mortgage, Estate & Inheritance and more.

Today, more than 2,000 financial and human capital management firms including Lloyds Bank, AXA Wealth, St. James Place Wealth Management, AON and others use Voyant to help manage over $70+ billion dollars in total client investments and differentiate their financial planning services.

CONTACT:

Phone: 512-342-0079

E-mail: [email protected]