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We Make Powerful, Personable.

Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. We use engaging visuals to inspire your clients to discover and share their exact goals. We also help you reveal your clients' path to achievement in a way you can both see clearly - in real time.

Deliver a Richer, More Holistic Financial Portrait for Your Clients.

Will your clients be able to send their children to university? What about if they downsize their home, or lose a job? With AdviserGo, you can confidently show your clients that you understand what they need and that together, you'll handle it.

With simulation testing, tax consideration modeling, and integrations capabilities, AdviserGo allows you to transform your clients' dreams into a testable reality. Find out why we're a global leader in financial solutions for the world's top financial institutions.

Auxiliary Users*

**Pricing for adviser assistants and paraplanners only. To qualify for an auxiliary license, the licensee may not be registered as an adviser with applicable regulatory authorities.

White Labeling

Your Brand, Our Solutions.

Firms of any size can customize Voyant to their branding standards. From reports to client interface, reinforce your brand's identity with Voyant's solutions, seamlessly.

White Label Package includes: custom colors, logos market assumptions, preferences, and firm-requested changes - including branding updates.

Need branding help? Our creative team will work with you to create a bespoke offering.

Setup Fee
Service Charge

Inspiring Advisers To Inspire Their Clients

ClientGo shows your clients how every aspect of their financial health comes together. The sense of relief that goes with that? Priceless.

Keep your original plan intact while your clients explore their dreams. Clients can even invite their spouses and other family members to play along from the comfort of their own home. They'll explore endless copies of their plans to see if they're able to support caregiving duties for their parents or buy a luxury boat. They can even test their responsibilities and whims against game changers like job losses and windfalls.

First 25 Client Licenses
Additional 25 License Bundles

Empower clients with a personalized mix of self-directed tools and services to help them plan for their financial futures.

Designed for enterprise companies, Wellness offers a variety of customizable module-based solutions - including standalone calculators, account aggregation, simplified goal planning and bespoke financial timelines. With Wellness, you can:

  • Configure digital-first tools and solutions in an easy-to-use interface according to your business needs
  • Integrate seamlessly with your brand identity
  • Access from your corporate intranet, employer benefit site or as part of direct-to-consumer digital solutions
  • Leverage data for lead generation, client segmentation and target marketing efforts
Pricing available upon request

What Your Clients Need To Know, on Demand

Snapshot is a one-stop-shop dashboard that shows both you and your clients a high-level overview of their finances - investments, properties, and beyond. Snapshot automatically updates to show every ebb and flow of your clients' finances.

Pricing available upon request

Safely store and share documents in one central location. Accessible anytime, from anywhere.

Voyant's Vault helps you:

  • Simplify document intake
  • Quickly search and retrieve important information
  • Decrease compliance risk
  • Reduce carbon footprint
Per Client

Enterprise solutions, built to scale.

Voyant has built solutions for some of the world's top enterprises, including Bank of Montreal, Lloyds Bank, and St. James's Place.