MaxiFi vs Voyant
MaxiFi
maxifi.com
Voyant
planwithvoyant.comSide by side
| Figure | MaxiFi | Voyant |
|---|---|---|
| Price from | $12.42/mo | $3/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 2 | 8 |
| Spec score · Financial Planning Software | 8.9 (#4) | 7.3 (#25) |
| Headquarters | Providence, Rhode Island, United States | Austin, Texas, USA |
| Integrations | The site describes plan sharing with a financial advisor who has a MaxiFi PRO subscription. | 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. |
| Security | The company says customer data is encrypted at rest with AES-256 and web traffic uses TLS 1.2 or 1.3; it also requires two-factor authentication for customer logins. | 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. |
| Support | Support is provided through online tickets, with listed contact hours Monday through Friday, 8 a.m. to 8 p.m. Eastern; phone support is not included in the purchase price. | Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos. |
Plans
Voyant
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
- White Labeling — set-up fee$750, paid once
- SnapshotPriced on request
In their own words
MaxiFi
MaxiFi builds a lifetime financial plan and estimates sustainable annual spending using income, assets, taxes, Social Security and other inputs. You can revise the plan to compare choices such as changing jobs, buying a home or retiring early. It models federal, state, FICA and IRMAA taxes, Social Security benefits and Medicare Part B premiums. Paid optimizers cover Roth conversions, Social Security filing and retirement withdrawals. Living Standard Monte Carlo compares how investment strategies and spending behavior affect discretionary spending; the software also estimates life insurance needs using contingency plans. Annual reports can be exported as PDF or Excel files, and plans can be shared with an advisor who has a MaxiFi PRO subscription. MaxiFi is available on Android, iOS, Linux, macOS, web and Windows. It offers a 14-day trial with limited features and comparison of three alternate scenarios. The Unlocked plan is listed at $149 a year. Support is through online tickets; phone support is not included.