Client-friendly, scenario-based modeling, cash flow projections, real-time plan updates, collaborative interface, multiple country support, and document sharing.
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
Voyant Adviser offers detailed cash flow modeling and scenario-based planning as a core part of its platform. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
The solution offers goal tracking for retirement, education, and major purchases. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Voyant is best known for its 'What-if' scenario planning tools for advisors and clients. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Supports tax strategies and tax scenario analysis within models. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
Estate planning modules are included as part of comprehensive planning tools. | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement planning analysis with dynamic projections is heavily promoted. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Generates investment allocation recommendations based on defined goals and risk tolerance. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt management and liability projections are supported in the cash flow engine. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Education funding planning modules are included, per documentation. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Balance sheets and net worth projections/reports are generated as part of the plan outputs. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
Version history and plan comparison are offered to review iterations over time. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulations are a standard feature for outcome analysis. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance needs analysis is part of comprehensive client review tools. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Supports aggregation of banking accounts through integrations. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Has features for investment account aggregation and custodian integrations. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
Integrates with popular CRMs according to product documentation (e.g., Salesforce, Redtail). | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
Portfolio management system integrations are referenced on the Voyant site. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
APIs are available to enable custom integrations as per developer resources. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
Integrates with document management solutions and allows document sharing/upload. | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Data is updated in real time; platform reflects plan changes instantly. | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Supports data export/import in common formats like CSV and Excel. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
Supports integration with banks via Open Banking protocols in supported regions. | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Can connect to FinTech tools for budgeting, risk, retirement, and more. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Custom report generation is one of the advertised features for meetings. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Library of report templates available for advisors as described in resources. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Visual dashboards and charting features built for both advisors and clients. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
Reports can be scheduled for periodic generation and delivery. | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Compares historical, current, projected states as part of scenario planning. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
Dashboards are configurable to suit specific users’ analyses. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports can be exported in PDF, Excel, and other formats. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
All clients are provided access to a secure online portal for reports and documents. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
Voyant is repeatedly noted for its user-friendly and intuitive user interface. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Mobile versions and apps exist for iOS and Android, as confirmed by product site. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
White-labeling / branding capability is mentioned for firm customization. | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
Voyant is web-based with accessibility in mind; claims WCAG compliance for accessibility. | |
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Client Portal Features a dedicated, secure portal for client access. |
Client portal is a fundamental part of the solution. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Supports detailed permissioning and user access control by role. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Multi-firm/multi-tenant supported, especially as the product is used by enterprise partners. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Data is encrypted both at rest and in transit per product security documentation. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication for all users is available. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Comprehensive audit logs are part of security best practices in Voyant. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
Voyant states data residency options are available for multi-jurisdiction clients. | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
No information available | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
Compliance tools address GDPR (and CCPA for US); privacy policy also cited. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
Automatic session timeouts referenced in security guides and admin settings. | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
Secure messaging is included for collaboration between advisor and client. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisors can add annotations and notes throughout the planning process. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
The platform has tools for task assignment, completion, and tracking. | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Automated and streamlined onboarding workflows are frequently referenced. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Integrates or connects with major email platforms for communication. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Integration with e-signature/digital signature vendors available. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Client dashboards are configurable to individual preferences and needs. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Goal-based planning is interactive for clients to modify goals and view progress. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
A library of educational resources is included in the client portal. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
Automated financial checkups such as health checks and periodic insights are available. | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Tracks client portal logins, client activity, and resource engagement. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
Voyant sends actionable, tailored notifications (e.g., plan milestone alerts). |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
ESG planning is referenced in the advanced planning modules for investors who require it. | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
Business succession and related planning features are included for business owner clients. | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
Models advanced trust strategies such as GST, CRT, and similar. | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
Can model complex insurance (such as variable life and annuities) in advanced tools. | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
Stock option/equity compensation planning tools are part of the advanced feature set. | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
Handles plans for clients with interests across multiple countries and jurisdictions. | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
Complex tax scenario modeling, including AMT, NII tax, and others. | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
Voyant operates on cloud infrastructure with servers across multiple regions. | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
24/7 technical support is advertised for enterprise and advisor clients. | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Dedicated account managers are assigned to adviser/broker-dealer clients. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Comprehensive online help and searchable knowledge base available. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
In-platform guided tutorials/self-help are included in Advisor and Client portals. | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
Voyant has a publicly-accessible user community and support forums. |
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