Willingness to recommend
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.
AssetMark, a turnkey asset management platform.
Predictions are a tricky business. If you get it right, it seems obvious in hindsight. If you get it wrong, you’ll be reminded of your gaff. But the true value of predictions lies not in their accuracy but in sparking thought and driving meaningful discussions.
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.
Integrates One Way
Integrates Both Ways
CURO (Time4Advice)
Fastrak
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
No integrations available for Cash Management
Advicefront
Morningstar
7IM
Transact
No integrations available for Research
FinaMetrica Profiler (Morningstar)
