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: ec2-18-211-166-153.compute-1.amazonaws.com
- IP address: 18.211.166.153
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
More informations about "Voyant"
What We Do - planwithvoyant.com
Voyant is a comprehensive wealth management tool purpose-built to help advisors deepen their client relationships. Turning sophisticated calculations into dynamic, visual conversations, Voyant empowers advisors to help investors to live out their richest and most rewarding lives.See details»
Voyant Home
Voyant Account ManagementIt looks like you're visiting from a different location. Would you like to change your region?See details»
Itโs all about the future... - 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-personal, adaptable and comprehensive. It also equips financial advisors to deepen their client relationships, build scale in their business and amplify their value proposition.See details»
Sign In | Voyant Server - planwithvoyant.co.uk
Copyright © 2025 Voyant Inc. All Rights Reserved.Privacy | SecuritySee details»
The Wealth Experience Platform Difference - planwithvoyant.com
Win more new clients, do more for existing ones, and set yourself apart with sleek, interactive visuals from Voyant. Our Wealth Experience Platform breathes life into every conversation โ and brings your advisory game into the 21st century.See details»
Pricing - planwithvoyant.com
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 Goโs 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 ...See details»
Begin entering a plan in Voyant โ Have a question?
Jan 30, 2024 To start work on a new client case (one that you will be entering manually), sign into AdviserGo and click the plus '+' button in the bottom right corner. You will see the option to create cli...See details»
Who is Voyant? - blog.planwithvoyant.com
Apr 30, 2023 Picture this scenario: you're trying to sell a financial product to a client. What will you show them? Spreadsheets? Various disconnected financial calculators? What does that mean for them โ for their futures? Your clients โฆSee details»
Our Story - planwithvoyant.com
Our story is your story. 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 some of the biggest financial institutions in the world, wealth management firms, small advisory firms, and everything in between. We believe transparency, trust and ambition ...See details»
Voyant Blog
Apr 30, 2023 Introducing the Voyant blog, a place to learn more about industry trends, financial news, and more to punch up your practice and fuel your financial journey.See details»
Voyant Video and Document Library โ Have a question?
Apr 21, 2025 Subscription Settings: Plan Settings, market assumptions and portfolios Getting Started: Setting up your subscription defaults Training Videos Our most up-to-date training videos can be found on ...See details»
Login - canada.planwithvoyant.com
Login to your Voyant account to access wealth management tools and deepen client relationships through dynamic financial planning solutions.See details»
Management Information and Analytics โ Have a question?
Jun 25, 2025 There are two separate management information / analytics reports one can view depending on your level of permissions. The first focuses on client data, the second on user activity. As well as thes...See 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.See details»
Login - planwithvoyant.co.uk
Secure login portal for financial professionals to access Voyant's adviser tools and resources.See details»
About the Dashboard - Your planning control center - US
Jul 24, 2025 Introducing the Dashboard The Dashboard is the screen on which you will do the bulk of your work as you build client cases. It has everything you will need to set up, build, and review your plans. ...See details»
How to generate reports- All regions (except Canada) (2024)
May 7, 2025 To generate a report open the client record, and then click/tap Reports > Client Reports on the menu along the top of the screen. Click here to see how to Manage Report Sets. The following screen will appear (the reports available may vary): 1. Select which plan you wish to generate the report for from Report Library > Select a Plan dropdown 2. Click/tap on each โฆSee details»
Login Selection | Voyant Server - rwl.planwithvoyant.com
Select one of the following RWL Adviser SSO RWL Adviser SSOSee details»
planwithvoyant.com Reviews: Is this site a scam or legit?
Is planwithvoyant.com a scam site? Is it secure or possibly risky? In this comprehensive review, we provide insights to see if itโs legit and safe.See details»
Voyant | LinkedIn
Voyant | 4,251 followers on LinkedIn. The Wealth Experience Platform | Voyant is revolutionizing the wealth client experience. Financial professionals worldwide use our Wealth Experience Platform to instantly engage clients with sleek, interactive visuals that: โข Fuel lively, in-the-moment exploration of financial scenarios โข Make complex concepts easy to understand โข Help you โฆSee details»