Voyant

About

Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile web device, our solution provides a holistic approach including retirement, cash flow, investments, legacy, college, insurance, estate & inheritance, taxes and more. With Voyant, advisers and clients can interactively plan and adapt to real life events, before, during, after they happen and helps answer every “what-if” scenario.

Contacts

Products / Services

  • Financial Planning
  • Retirement Planning
  • Cash Flow Planning
  • Investments Planning
  • Legacy Planning
  • College Planning
  • Insurance
  • Estate & Inheritance Planning
  • Tax Planning

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 21
Partnership: 0
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors...

Partnership

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