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Voyant
What Voyant is
Voyant is a web-based wealth management, financial planning, and visualization platform for financial advisers and their clients. AdviserGo supports complex plans involving entities, trusts, jurisdictional considerations, scenario analysis, and comparisons between plans. Voyant can model income tax, capital gains, regional and global tax, insurance strategies, wealth transfer, philanthropic structures, and estate tax optimization, including trust-design stress tests. ClientGo gives clients controlled access to planning scenarios and a way to contribute while advisers retain oversight. Voyant Vault supports document sharing with controlled permissions. The service runs in a modern browser with an internet connection and an adviser or auxiliary account. Voyant lists API integrations and data aggregation for workflows from prospecting through reporting, subject to demand, partner cooperation, and technical fit. Paid AdviserGo pricing starts at $150 a month for advisers; there is no free plan, but a free trial is available. The company says it was founded in 2006 and is headquartered in Austin, Texas.
Who it suits
Voyant suits financial advisers who need to model complex client plans, taxes, insurance, investments, or wealth transfers. Its client collaboration and document tools may also suit advisers who want clients to contribute to planning while the adviser retains oversight.
What it does well
- Models taxes, insurance strategies, and wealth transfers
- Supports scenario analysis and comparative plan evaluation
- ClientGo enables controlled client collaboration
- Vault provides document sharing with access permissions
- Offers tutorials, webinars, documentation, and support
What to know first
- No free plan
- AdviserGo for advisers costs $150 a month
- Web access requires an internet connection and account
- Integrations depend on demand, partner cooperation, and technical fit
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| ClientGo — 1st bundle | $100/mo 1st bundle (25 Client Licenses) · 25 client licenses | $100 a month |
| AdviserGo — Advisers | $150/mo · For advisers | $150 a month |
| Vault | $3/mo Per client · Per client | $3 a month |
| AdviserGo — Auxiliary Users | $50/mo · For adviser assistants and paraplanners only; licensee may not be registered as an adviser with applicable regulatory authorities | $50 a month |
| White Labeling — service charge | $60/mo Service Charge · White labeling | $60 a month |
| ClientGo — additional bundles | $75/mo Additional bundles of 25 Licenses · Each additional bundle has 25 licenses | $75 a month |
| White Labeling — set-up fee | $750 Set-up fee · Firm branding across interface and client deliverables; custom assumptions and presentation standards | $750, paid once |
| Snapshot | Price available upon request · Price available upon request | On request |
As planwithvoyant.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Voyant brings detailed financial planning, client collaboration, and document sharing into a browser-based platform for advisers. Its stated starting price is $150 a month for adviser access, with no free plan and a free trial available.
Facts from Voyant's own pages
- Browser access
- The FAQ states AdviserGo is a web application that runs in a modern browser with an internet connection and a Voyant adviser or auxiliary account. · planwithvoyant.com, 8 Oct 2026
- Client collaboration
- ClientGo provides clients controlled visibility into planning scenarios and secure input and collaboration while the adviser retains oversight. · planwithvoyant.com, 8 Oct 2026
- Company age and location
- Voyant says it was founded in 2006 and is headquartered in Austin, Texas. · planwithvoyant.com, 8 Oct 2026
- Complex planning
- AdviserGo supports advanced entities, trusts, jurisdictional considerations, scenario analysis, and comparative plan evaluation. · planwithvoyant.com, 8 Oct 2026
- Document vault
- Voyant Vault lets advisers and clients upload and share documents, with secure storage and controlled access permissions. · planwithvoyant.com, 8 Oct 2026
- Free trial
- Voyant provides instructions for registering for a free trial, but the page does not state its duration. · planwithvoyant.com, 8 Oct 2026
- Headquarters
- Austin, Texas, USA · planwithvoyant.com, 28 Sept 2026
- Integrations
- Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. · planwithvoyant.com, 8 Oct 2026
- Product
- Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients. · planwithvoyant.com, 8 Oct 2026
- Security
- Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients. · planwithvoyant.com, 8 Oct 2026
- Security assessments
- Voyant says independent entities regularly conduct application-level and infrastructure-level penetration tests, and customers may request available reports and certifications through support. · planwithvoyant.com, 8 Oct 2026
- Support
- Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos. · planwithvoyant.com, 8 Oct 2026
- Tax planning
- Voyant models income tax, capital gains, regional and global tax, and insurance-based strategies within financial plans. · planwithvoyant.com, 8 Oct 2026
- Wealth transfer
- Voyant models generational allocation, philanthropic structures, and estate tax optimization, including trust design stress tests. · planwithvoyant.com, 8 Oct 2026
Where Voyant stands on Freedom251
- Financial Planning Software#25 of 34
- Financial Advisor Software#25 of 31