Voyant pricing

Paid#10 of 34 in Financial Planning SoftwareFinancial Advisor Software

8 plans, from 3 USD · prices checked 20 Sep 2026

7.0/10Editor score

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Voyant pricing at a glance

Plans From $150/moPaid No free plan — trial or paid only. Prices re-checked Sep 2026.

See plans on planwithvoyant.com

Voyant plans & pricing

Plan	Price	Key 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
Snapshot	Not published	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
Scenario analysis
Yes

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

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