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Planning software

Voyant

Goal-based cash-flow planning that also models trusts and corporate holdings for wealthy clients.

Made by Voyant (owned by AssetMark Financial Holdings, Inc.) Visit Voyant's website
Starting priceFrom $150/advisor/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed8 connectionsRedtail, Salesforce Financial Services Cloud, Wealthbox and 5 more. Source and date for each below. AI tools among them: JumpAI (how not stated).
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What their website looks like

Screenshot of Voyant's homepage
Voyant's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
AdviserGo $150/advisor/mo
per advisor, per month
Then $50/mo for each assistant or paraplanner who isn't a registered adviser
 Monthly price shown; billing period not stated on the pricing page
Auxiliary users (assistants and paraplanners who are not registered advisers) are $50/mo.

Add-ons: White Labeling $750 set-up fee plus $60/mo service charge; Vault $3/mo per client.

ClientGo (client-facing): $100/mo for the first bundle of 25 client licenses, $75/mo for each further bundle of 25.

Snapshot (client dashboard): price on request.

Source: Voyant pricing page (US). Checked on the vendor's site, Oct 6.

Where Voyant sits on price

VoyantOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

RedtailSalesforce Financial Services CloudWealthboxeWealthManager (AssetMark)AddeparMorningstarMX
Voyant8 connections listed

Data goes out to

Nothing the vendor says it sends out
Two-way
JumpAI
Single sign-on
eWealthManager (AssetMark)
Connection cost: not stated on the Voyant pages we read (Oct 7).
Redtail
Checked on the vendor's site
  • Data in: people, assets, liabilities and financial accounts
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.
Salesforce Financial Services Cloud
Checked on the vendor's site
  • Data in: households, people, financial accounts, assets, liabilities and employment
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.
Wealthbox
Checked on the vendor's site
  • Data in: people's names and dates of birth
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Voyant (owned by AssetMark Financial Holdings, Inc.) lists. How each one connects is in Voyant (owned by AssetMark Financial Holdings, Inc.)'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

JumpAI
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Two-way: financial accounts, assets, liabilities, property and income
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Voyant (owned by AssetMark Financial Holdings, Inc.) lists.

eWealthManager (AssetMark)
Checked on the vendor's site
  • Data in: people and financial accounts
  • Single sign-on
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.
Addepar
Checked on the vendor's site
  • Data in: client and household information, investment accounts, holdings, asset values and allocations
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Data in: securities, current prices, values and holdings
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.
MX
Checked on the vendor's site
  • Data in: clients' financial accounts, in the client-facing ClientGo only
Source: Voyant help centre: US Integrations Master List. Checked Oct 6.

Moving to Voyant from another tool

What Voyant (owned by AssetMark Financial Holdings, Inc.)'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Voyant pages we read

We looked on Oct 8. Before you sign, ask Voyant (owned by AssetMark Financial Holdings, Inc.) which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

The subscription owner cancels by email with 30 days' notice; access ends when the notice period ends.
Checked on the vendor's site · Oct 6

Source: Voyant help centre: FAQ: How to Cancel Your Subscription

Fits best if

Our judgement

We haven't assessed fit for Voyant yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Voyant with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

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