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Compare planning tools
Voyant vs Cheshire Wealth Manager
The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.
Voyant$150
7 data in1 two-way1 single sign-on
Cheshire Wealth Manager
No connection detail listed
VoyantCheshire Wealth Manager
Starting price
From $150/advisor/mo
No price found
One person, cheapest plan (our sum)
About $150 a month
Where the price came from
Checked on the vendor's site · Oct 6
No price on their site · looked Oct 6
Price on their own site
Yes
No
Firm size
Redtail
Data in checked
Salesforce
Salesforce Financial Services Cloud · Data in checked
Wealthbox
Data in checked
Connection costs
Leaving later
The subscription owner cancels by email with 30 days' notice; access ends when the notice period ends.
Checked on the vendor's siteNot found
Fits best if (our judgement)
Full profile