VOYANT
Voyant is the creator of Voyant, a free do-it-yourself financial planning platform that gives consumers greater control over their financial health. Users can visually model "what if"ย planning scenarios โ such as the birth of a child or early retirement โ that illustrate the real-time, big-picture impact of important financial decisions and their long-term implications. Once a decision is made, Voyant helps users compare current account balances to future plan goals, and updates action i... tems to keep plans on target. The product also provides online access to other Voyant Community members - friends, family and trusted financial advisors - with similar interests, concerns and questions. Voyant's revenue model is based on advertising, enterprise license agreements with large employers/financial institutions, and file access fees paid by financial professionals (once a user has opted to share his/her plan with a designated advisor).
VOYANT
Industry:
Consulting Financial Services Information Technology Personal Finance Software
Founded:
1999-01-01
Address:
Austin, Texas, United States
Country:
United States
Website Url:
http://www.planwithvoyant.com
Total Employee:
11+
Status:
Active
Contact:
(512) 342-0079
Email Addresses:
[email protected]
Technology used in webpage:
Apple Mobile Web Clips Icon LetsEncrypt Amazon SSL By Default Mobile Non Scaleable Content HSTS Cloudflare Hosting Apache Google Apps For Business Apple Mobile Web App Capable
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2003-11-26 | Octave Communications | Octave Communications acquired by Voyant | 109.3 M USD |
Investors List
TA Associates
TA Associates investment in Private Equity Round - Voyant
Newest Events participated
Official Site Inspections
http://www.planwithvoyant.com Semrush global rank: 751.64 K Semrush visits lastest month: 40.42 K
- Host name: ec2-34-234-52-18.compute-1.amazonaws.com
- IP address: 34.234.52.18
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
More informations about "Voyant"
Collaborate, Plan, Achieve. - planwithvoyant.com
RIAs, solo practitioners and independent financial advisors leverage Voyant in various ways to deliver financial, risk and tax-planning guidance for every stage of a clientโs financial journey.See details»
Our Story - planwithvoyant.com
We share the same mission: transforming every clientโs vision into reality and making financial advisors an indispensable partner on their clientsโ journey to financial well-being. We serve โฆSee details»
Voyant Home
Voyant Account Management. It looks like you're visiting from a different location. Would you like to change your region?See details»
Voyant Home
Voyant Account Management. Loading...See details»
Managing Your Subscription, User Accounts, and Client Plans
Manage adviser and auxiliary user accounts (including your own), client accounts, and administer your firm's subscription to Voyant. Also, information for site administrators. Contact Voyant โฆSee details»
Voyant - LinkedIn
Founded in 2006, we serve the top private banks in the world and support over 25,000 advisors. Our solutions are powerful for clients of all sizes โ and the advisors that serve them. Visualize the...See details»
Voyant Video and Document Library - Have a question?
Jul 2, 2024ย ยท Voyant Video and Document Library โ Have a question? Getting Started: Setting up your subscription defaults. Our most up-to-date training videos can be found on our YouTube โฆSee details»
Have a question? - support.planwithvoyant.com
Manage adviser and auxiliary user accounts (including your own), client accounts, and administer your firm's subscription to Voyant. Also, information for site administrators. Articles and other โฆSee details»
Sign In | Voyant Server - global.planwithvoyant.com
Forgot your password or username? Reset your password. Financial professionals, signup for an adviser account.See details»
We transform โwhat-ifโ into โwhy not?โ - planwithvoyant.com
Empowering clients and advisors to see it, believe in it, and claim it. Voyantโs powerful technology positions financial advisors to deliver transformational guidance to clients that is hyper โฆSee details»
Who is Voyant? - blog.planwithvoyant.com
Apr 30, 2023ย ยท Voyant is the global leader in financial planning solutions. We breathe life into your financial plans by transforming them into beautiful, easy-to-read art that model everything from โฆSee details»
Voyant Blog
Oct 27, 2023ย ยท Voyant is a comprehensive wealth management tool purpose-built to help advisors deepen their client relationships. Turning sophisticated calculations into dynamic, visual โฆSee details»
Voyant - LinkedIn
Founded in 2006, we serve the top private banks in the world and support over 25,000 advisors. Our solutions are powerful for clients of all sizes โ and the advisors that serve them. Visualize โฆSee details»
What We Do - planwithvoyant.com
Personalized service, informed expertise and intuitive digital experience are non-negotiable for todayโs sophisticated investors. The Voyant toolbox of solutions and powerful calculation โฆSee details»
Inviting clients to access or build their plans in VoyantGo
Mar 28, 2024ย ยท To give clients online access to their plans you will need to invite them to register for a VoyantGo account on our website. To send invitations to your clients, your account must โฆSee details»
Voyant - Overview, News & Similar companies | ZoomInfo.com
Voyant contact info: Phone number: (512) 342-0079 Website: www.planwithvoyant.com What does Voyant do? Voyant develops wealth management and financial planning software for โฆSee details»
Pricing - planwithvoyant.com
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. โฆSee details»
Logging into VoyantGo - Have a question?
Apr 17, 2017ย ยท Visit our website and log in. To access VoyantGo: 1. Go to the country-specific website for the version of VoyantGo you plan to use. 2. Log in. To log in, you must be โฆSee details»
Getting Started with Voyant โ 8 Essential Resources for New Users
We have a host of resources โ online, printable, and visual, not to mention a knowledgeable support staff โ ready to help you get started with the software. Here is a list of the resources โฆSee details»
Begin entering a plan in Voyant - Have a question?
Jan 30, 2024ย ยท Begin entering a plan in Voyant โ Have a question? To start work on a new client case (one that you will be entering manually), sign into AdviserGo and click the plus '+' button โฆSee details»