Voyant
Voyant: Sophisticated holistic modeling for advisers managing complex financial situations. Ranked #10 of 34 in Financial Planning Software by our editors (8.5/10); pricing: Paid; best for advisers needing sophisticated holistic modeling.
At a glance
- Editor score8.5 / 10
- PricingPaid
- Best forAdvisers needing sophisticated holistic modeling
- Free planNo
- Paid from$3/mo
- Scenario analysisYes
- Facts checked20 Sep 2026
Where it wins
- Models cash flow, goals, taxes, investments, insurance, estates, and trusts
- Compares plans and scenarios side by side with stress testing
- Supports client visibility, collaboration, reporting, and data aggregations
Where it doesn't
- AdviserGo starts at $150 per adviser per month
- Several capabilities require separately priced add-ons
- Its broad modeling scope may exceed simpler planning needs
Our verdict on Voyant
Voyant is financial planning software for advisers, wealth managers, tax specialists, insurance specialists, family offices, private bankers, and related wealth organizations. It brings cash flow, retirement income, taxes, investments, insurance, goals, business ownership, trusts, estate structures, and wealth transfers into unified plans. The product is aimed at firms handling complex household, business, and multigenerational planning rather than basic budgeting or single-purpose projections.
Pricing is structured around AdviserGo at $150 per adviser per month, with an AdviserGo Auxiliary User option at $50 per auxiliary user per month for adviser assistants and paraplanners. White labeling costs $750 as a one-time setup fee plus $60 per month, while Vault costs $3 per client per month for secure document storage and permission management. ClientGo starts at $100 per month for 25 client licenses, with additional 25-license bundles at $75 per month. Snapshot is listed as a product option with financial well-being, portfolio monitoring, and goal-tracking functions, without a price shown here. This structure gives firms several ways to extend the core adviser workflow, but the total cost can rise as collaboration, branding, storage, and client access are added.
The standout strength is breadth combined with comparative analysis. Voyant supports year-by-year income and expense modeling, competing objectives, income-tax and capital-gains analysis, cross-jurisdiction tax modeling, withdrawal sequencing, insurance and long-term-care planning, and trust, estate, business, and wealth-transfer scenarios. Stress testing covers volatility, drawdown, and sequencing risk, while client scenario visibility supports collaboration. Advisers who need a detailed, holistic planning environment should find this scope well aligned with their work. Firms seeking a lower-cost or narrower planning tool may prefer an alternative with fewer modeling layers and add-on requirements.
Your product? Our editors can test Voyant in depth and publish a review, labelled as paid · from $149/mo →
Voyant pricing
All 8 Voyant plans and prices →
Voyant fact sheet
| Free plan | No |
|---|---|
| Paid from | $3/mo |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Pricing | Paid (source) |
| Website | planwithvoyant.com |
| Facts checked | 20 Sep 2026 |
Alternatives to Voyant
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
Also Ranked In
Voyant is ranked in 2 of our directories.
Used Voyant? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Voyant for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Voyant is listed in our Financial Planning Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/voyant/"><img src="https://www.itechguides.com/best/badge/voyant.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update