Voyant Consumer
Voyant Consumer is the self-service client module of Voyant’s financial interaction and collaboration suite.
Simple, step-by-step wizards guide users through a personalized plan creation process, helping them answer questions about their current finances and future needs and goals.
Key features include:
- Timeline – used to define key life stages and events; helps to foresee critical obstacles and strategic opportunities
- Simulations/Illustrations – demonstrate the impact of "what if" scenarios; model products and services that support key goals
- Real-Time Snapshots – compare current account balances to established goals; define and track action items
- Collaboration – supports secure sharing of information with designated community members
In addition, Voyant Consumer provides a direct link to licensed financial professionals who are prepared to provide clarification, guidance and implementation services tailored to an individual’s needs and desires.
