forecast clients' income and expenses, as well as their assets and liabilities, throughout their lifetime
determine how to invest current assets and future savings based on financial goals, a client's attitude towards risk, and their current financial position.
develop a plan aimed at minimizing the amount of tax payable while complying with all the tax legislation in effect.
demonstrate how to eliminate uncertainties and maximize the value of an estate by reducing taxes and other expenses.
supports secure sharing of information with designated community members
A new, simplified UI is here. You still have access to the more advanced features, but it's all neatly tucked away until you need it.
A line showing the total basic expenses in each year can now be shown on the Cashflow charts. This line simply shows the total for all expenses categorized as Basics.
Client data integration with 7IM is now available - allowing direct, secure, seamless, and real time integration between Voyant and 7IM for creating and updating Voyant plans.
Added an Income vs. Expenses view to the Overview screen and created an Income vs. Expenses Report in PDF, Excel and Word formats.
Voyant's award winning UK Estate and Inheritance Tax module has been redesigned for the US and is now available.