Voyant

Voyant makes financial planning software for advisors who work with high-net-worth and ultra-high-net-worth clients. Its users include RIAs, brokers, private bankers, wealth managers, family offices, accountants and insurance specialists.

The platform combines goal-based cash flow planning with modeling of trusts, corporate entities and complex tax rules. Advisors can build timelines and compare plans, plan for education, model Social Security and withdrawal strategies, and analyze long-term care and whole life insurance. Wealth transfer tools cover family gifting, charitable giving and estate tax, and stress-test trust designs. Corporate planning models the sale or gifting of a business. Scenario analysis lets advisors compare alternatives side by side, and enterprise clients can add custom reporting and their own investment products to plans. Voyant connects to other systems through APIs and account aggregation, and has announced partnerships with Oxford Risk and Plannr.

Pricing is published: the AdviserGo license costs $150/mo per adviser and $50/mo for assistants and paraplanners. White labeling carries a $750 set-up fee and a $60/mo service charge, the Vault document store costs $3/mo per client, and ClientGo client access starts at $100/mo for 25 licenses. Voyant is based in Austin, Texas, and is owned by AssetMark Financial Holdings, Inc.