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Voyant pricing

#10 of 34 in Financial Planning SoftwareFinancial Advisor Software

Voyant costs from $3/mo on its cheapest paid plan; 8 plans in all, as listed on planwithvoyant.com — prices checked 20 Sep 2026.

8.5/10Editor score
Voyant8.5 Visit Voyant

Voyant pricing at a glance

Plans Paid No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on planwithvoyant.com

Voyant plans & pricing

PlanPriceKey limits
AdviserGo$150/mo
  • Comprehensive planning platform for advisers
  • Integrated scenario analysis and comparative plan evaluation
  • Support for advanced entities, trusts, and jurisdictional considerations
AdviserGo Auxiliary User$50/user/mo
  • For adviser assistants and paraplanners only
White Labeling setup fee$750 one-time
  • Firm branding across the interface and client deliverables
  • Custom assumptions and presentation standards
White Labeling service charge$60/mo
  • Firm branding across the interface and client deliverables
  • Custom assumptions and presentation standards
Vault$3/mo
  • Secure storage of client planning documents
  • Controlled access and permission management
  • Streamlined document retrieval
ClientGo first bundle$100/user/mo
  • Controlled client visibility into planning scenarios
  • Secure client input and collaboration
  • First bundle includes 25 client licenses
ClientGo additional bundle$75/user/mo
  • Additional bundles of 25 client licenses
  • Controlled client visibility into planning scenarios
SnapshotNot checked yet
  • Dashboard of overall financial well-being
  • Portfolio performance monitoring
  • Long-term goal tracking

Prices as published by the vendor on planwithvoyant.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free plan
    No
  • Paid from
    $3/mo
  • Scenario analysis
    Yes

Our full Voyant verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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