Rebrand Voyant Advisor to Fit Your Firm
Financial Advisors build their brand and provide clients a custom planning experience by rebranding Voyant Advisor’s user interface and printable reports to match their firm’s brand standards.
Customise Voyant Advisor by adding your firm’s logos and colors. Voyant staff will assist you in the rebranding process to assure both an easy implementation as well as the highest quality look and feel for your customizations.
Getting Started
To see the full extent of items available for customization, please review the Voyant style guide.
Once you are ready to start to working with our staff to customize Voyant Advisor for your firm, send an email to info@planwithvoyant.com. Simply mention "rebranding" in your email and we will place your firm name in the queue. Voyant support staff will contact you shortly to begin the customization process. You can get a jump start on this process by filling out the Voyant Advisor rebranding checklist and having it ready for review. Do not be concerned if you don’t know specific color codes or need assistance resizing images. Our staff will assist you.
If you have any questions, please email them to support@planwithvoyant.com or call us at
512.342.0079.
Cost
Voyant rebranding has an initial one-time setup charge of $350 per firm, plus a monthly maintenance charge of $35 per firm.
The Voyant re-branding package includes:
- Implementation of your brand standards, including multiple logos and custom color selections
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The assistance of Voyant’s professional support staff to develop a pre-production “proof” of your custom look and feel for sign off
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Routine firm requested branding updates
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Testing each firm specific branding configuration to ensure new features and user interface updates are compatible with each brand’s look and feel
- Maintenance of each branding configuration on the Voyant servers for use on multiple computers and by multiple advisors within a single firm.
