Voyant
Financial planning software that lets advisers model client goals, cash flow, retirement, tax and wealth transfer together.
Overview
Voyant provides financial planning software for financial advisers, wealth managers, private bankers, insurance specialists and enterprise firms. Its goals-based planning tools model competing client objectives within a single plan, map life events on a timeline, compare scenarios side by side and test how timing and funding choices affect whether goals are achievable, including education funding.
The software also covers retirement income, tax, insurance, risk and wealth transfer planning, including trusts and business sales, with Monte Carlo stress testing. It is sold in versions for the United States, the United Kingdom, Ireland, Canada and Australia.
Key Features
- + Goals-based cash flow planning
- + Scenario comparison
- + Retirement and tax planning
- + Wealth transfer modeling