Advisor Connect

You think you’ve modeled the perfect scenarios for college savings, retirement income, and life and disability insurance needs. You may have even figured out how to afford the recreational vehicle of your dreams. But you’re less sure about how to squeeze an extra 2% growth from your existing investments, or what the difference is between various insurance products on the market. That’s where Advisor Connect fits in.

Voyant encourages ongoing collaboration and dialogue between you and the financial experts of your choice. With Advisor Connect, you gain convenient access to financial professionals who are licensed users of the Voyant Advisor platform – and who are prepared to work with you on your terms – whether that’s in person or remotely via the Internet. This feature allows you and your advisor to more easily create, share, review and modify financial plans that provide the framework for achieving your personal goals. And you can rest assured that Voyant plans are protected by the highest security and privacy standards, so that only you and your trusted advisors have access to sensitive, personal information.