Voyant review
Sophisticated holistic modeling for advisers managing complex financial situations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Voyant pros and cons
- 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
Voyant fact sheet, pricing and score →
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