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SPECIFICTION
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Voyant

planwithvoyant.com

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Spec score 7.3 #25 of 34 in Financial Planning Software

Spec sheet

Product
Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients.Read 8 Oct 2026 · planwithvoyant.com
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.Read 8 Oct 2026 · planwithvoyant.com
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.Read 8 Oct 2026 · planwithvoyant.com
Support
Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos.Read 8 Oct 2026 · planwithvoyant.com
Headquarters
Austin, Texas, USARead 28 Sep 2026 · planwithvoyant.com
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.Read 8 Oct 2026 · planwithvoyant.com
Client collaboration
ClientGo provides clients controlled visibility into planning scenarios and secure input and collaboration while the adviser retains oversight.Read 8 Oct 2026 · planwithvoyant.com
Company age and location
Voyant says it was founded in 2006 and is headquartered in Austin, Texas.Read 8 Oct 2026 · planwithvoyant.com
Complex planning
AdviserGo supports advanced entities, trusts, jurisdictional considerations, scenario analysis, and comparative plan evaluation.Read 8 Oct 2026 · planwithvoyant.com
Document vault
Voyant Vault lets advisers and clients upload and share documents, with secure storage and controlled access permissions.Read 8 Oct 2026 · planwithvoyant.com
Free trial
Voyant provides instructions for registering for a free trial, but the page does not state its duration.Read 8 Oct 2026 · planwithvoyant.com
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.Read 8 Oct 2026 · planwithvoyant.com
Tax planning
Voyant models income tax, capital gains, regional and global tax, and insurance-based strategies within financial plans.Read 8 Oct 2026 · planwithvoyant.com
Wealth transfer
Voyant models generational allocation, philanthropic structures, and estate tax optimization, including trust design stress tests.Read 8 Oct 2026 · planwithvoyant.com

Plans and prices

Vault $3 a month $3/mo Per client Per client Read 8 Oct 2026 · planwithvoyant.com
AdviserGo — Auxiliary Users $50 a month $50/mo 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 $60 a month $60/mo Service Charge White labeling Read 8 Oct 2026 · planwithvoyant.com
ClientGo — additional bundles $75 a month $75/mo Additional bundles of 25 Licenses Each additional bundle has 25 licenses Read 8 Oct 2026 · planwithvoyant.com
ClientGo — 1st bundle $100 a month $100/mo 1st bundle (25 Client Licenses) 25 client licenses Read 8 Oct 2026 · planwithvoyant.com
AdviserGo — Advisers $150 a month $150/mo For advisers Read 8 Oct 2026 · planwithvoyant.com
White Labeling — set-up fee $750, paid once $750 Set-up fee 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 Price available upon request Read 8 Oct 2026 · planwithvoyant.com

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