Voyant is a financial planning tool platform that gives consumers greater control over their financial health.The product provides online access to other Voyant Community members - friends, family and trusted financial advisors.
PRODUCTS & SERVICES:
Do It Yourself (DIY) financial planning software tools for advisors & white label products.
Voyant helps users compare current account balances to future plan goals, and updates action items to keep plans on target.
Viewable by subscribers only
Lloyds Bank, AXA, Aon, The St. James's Place Wealth Management Group, Pearson Hinchliffe, Foster Denovo Ltd, Pearson Hinchliffe, Bridgewater Wealth Management, Moore & Smalley and many others.
Intelliflo, AXA Elevate
Voyant's new feature real-time snapshots which reviews the current financial status and simulate the impact of "what-if" scenarios on forward-looking plans.