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Voyant

Willingness to recommend

4.31/5

Integrations

3.37/5

Value for money

4.04/5

Service

4.11/5
Based on 161 reviews

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About the provider

A global leader in the financial services space, Voyant is not the typical provider of “financial planning” or “cash flow modeling” solutions. We deliver true financial health management. Show your clients more than just how to manage their assets through retirement. Bring together every aspect of your clients’ lives to weave together a complete tapestry of their present and future. From independent advisers to large-scale enterprises, Voyant’s adviser-first, innovative solutions are a favorite in the financial services world. In addition to our solutions, we provide white labeling for tailor-made offerings and comprehensive training for seamless on-boarding.

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Ownership:

AssetMark, a turnkey asset management platform.

NextWealth analysis

Voyant received the highest score for willingness to recommend among cash flow modelling tools . The 103 financial planners that rated the cash flow modelling software gave Voyant an average score of 4.37 out of 5 on willingness to recommend. Voyant is used by 28% of the 80% of advisers that use cash flow modelling, dominating the space alongisde CashCalc (used by 30% of advisers). Some advisers say that Voyant is too complicated for most clients. One adviser we spoke to said "Voyant is like three cappuccinos a day. It's nice but you don't need it and it's an expensive habit." Despite being more expensive than CashCalc, Voyant offers a more comprehensive solution and gets top marks from financial planners. Voyant is more likely to be used by financial planners at larger firms, in particular at firms with 30 or more staff. And hey, we like a good cuppa.

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Integrations

Based on 161 reviews
3.37/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Client Portal
Other
Platform
Research
Risk profiling and suitability

CURO (Time4Advice)

Fastrak

intelliflo office (intelliflo)

Plum Software (Praemium)

No integrations available for Cash Management

Advicefront

Morningstar

7IM

Transact

No integrations available for Research

FinaMetrica Profiler (Morningstar)

Reviews

Willingness to recommend
Integrations
Value for money
Service
It goes way beyond in it's functionality and the aesthetic appearance when presenting to clients compared to other offerings.
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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