Tech riderRev. 8 Oct 2026

Voyant

Ch 335.6of 34 Financial Planning Software

1Runs onWeb
2Costsfree trial · paid from $3/mo
3Client portalYes

3 lines stated Written from the maker's own pages: planwithvoyant.com

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Overview

Voyant is ranked #33 of 34 in financial planning software on Specifiction. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $3/mo.

Voyant plans and pricing

All plans

Vault $3/mo $3/mo Per client Per client planwithvoyant.com · 8 Oct 2026

AdviserGo — Auxiliary Users $50/mo $50/mo For adviser assistants and paraplanners only; licensee may not be registered as an adviser with applicable regulatory authorities planwithvoyant.com · 8 Oct 2026

White Labeling — service charge $60/mo $60/mo Service Charge White labeling planwithvoyant.com · 8 Oct 2026

ClientGo — additional bundles $75/mo $75/mo Additional bundles of 25 Licenses Each additional bundle has 25 licenses planwithvoyant.com · 8 Oct 2026

ClientGo — 1st bundle $100/mo $100/mo 1st bundle (25 Client Licenses) 25 client licenses planwithvoyant.com · 8 Oct 2026

AdviserGo — Advisers $150/mo $150/mo For advisers planwithvoyant.com · 8 Oct 2026

Compared on financial planning software

Free plan: Noplanwithvoyant.com
Client portal: Yesplanwithvoyant.com

Facts

Product: Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients.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
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
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
Document vault: Voyant Vault lets advisers and clients upload and share documents, with secure storage and controlled access permissions.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
Free trial: Voyant provides instructions for registering for a free trial, but the page does not state its duration.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