CASH FLOW PLANNING

forecast clients' income and expenses, as well as their assets and liabilities, throughout their lifetime

INVESTMENT PLANNING

determine how to invest current assets and future savings based on financial goals, a client's attitude towards risk, and their current financial position.

TAX PLANNING

develop a plan aimed at minimizing the amount of tax payable while complying with all the tax legislation in effect.

ESTATE PLANNING

demonstrate how to eliminate uncertainties and maximize the value of an estate by reducing taxes and other expenses.

COLLABORATION

supports secure sharing of information with designated community members

What's New in Voyant

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.

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"We've managed to grow top line and profits by over 20% this year albeit we are quite small... and much of this has to do with having a proposition that is attractive to clients."