On the recordRead 8 Oct 202614 facts
Voyant
Austin, Texas, USA
Plans and prices
Vault
$3a month
Per client
Read 8 Oct 2026 · planwithvoyant.com
AdviserGo — Auxiliary Users
$50a month
For adviser assistants and paraplanners only; licensee may not be registered as an adviser with applicable regulatory authorities
Read 8 Oct 2026 · planwithvoyant.com
White Labeling — service charge
$60a month
White labeling
Read 8 Oct 2026 · planwithvoyant.com
ClientGo — additional bundles
$75a month
Each additional bundle has 25 licenses
Read 8 Oct 2026 · planwithvoyant.com
ClientGo — 1st bundle
$100a month
25 client licenses
Read 8 Oct 2026 · planwithvoyant.com
AdviserGo — Advisers
$150a month
For advisers
Read 8 Oct 2026 · planwithvoyant.com
White Labeling — set-up fee
$750one-time
Firm branding across interface and client deliverables; custom assumptions and presentation standards
Read 8 Oct 2026 · planwithvoyant.com
Snapshot
Priced on request
Price available upon request
Read 8 Oct 2026 · planwithvoyant.com
On the record
- 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 · read 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 · read 8 Oct 2026
- Company age and location
- Voyant says it was founded in 2006 and is headquartered in Austin, Texas.planwithvoyant.com · read 8 Oct 2026
- Complex planning
- AdviserGo supports advanced entities, trusts, jurisdictional considerations, scenario analysis, and comparative plan evaluation.planwithvoyant.com · read 8 Oct 2026
- Document vault
- Voyant Vault lets advisers and clients upload and share documents, with secure storage and controlled access permissions.planwithvoyant.com · read 8 Oct 2026
- Free trial
- Voyant provides instructions for registering for a free trial, but the page does not state its duration.planwithvoyant.com · read 8 Oct 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 · read 8 Oct 2026
- Product
- Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients.planwithvoyant.com · read 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 · read 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 · read 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 · read 8 Oct 2026
- Tax planning
- Voyant models income tax, capital gains, regional and global tax, and insurance-based strategies within financial plans.planwithvoyant.com · read 8 Oct 2026
- Wealth transfer
- Voyant models generational allocation, philanthropic structures, and estate tax optimization, including trust design stress tests.planwithvoyant.com · read 8 Oct 2026
