New U.S. Features! 🎉 We're thrilled to announce the launch of our new trust features, designed to enhance your financial planning capabilities. Our latest update introduces advanced trust toggles and settings, empowering advisors to model both revocable and irrevocable trusts with unparalleled precision. With these new features, you can now illustrate the impact of various advanced trust types, including SLATs, SLANTS, APTs, Spendthrifts, QTIPs, Minor’s Trusts, Credit Shelter Trusts, and QDOTs. This expansion builds on our existing generic trust models, and provides a more comprehensive toolkit for your client discussions. Dive into the details and see how these enhancements can transform your advisory practice at the link below: https://lnkd.in/gWM2gwKh #FinancialPlanning #WealthManagement #Trusts #Advisors #Voyant
Voyant
Software Development
Austin, TX 3,798 followers
Empowering financial professionals to future-proof their clients success. Let’s see.
About us
Our story is your story. We share the same mission: transforming every client’s vision into reality and making financial advisors an indispensable partner on their clients’ journey to financial well-being. Founded in 2006, we serve the top private banks in the world and support over 25,000 advisors. Our solutions are powerful for clients of all sizes — and the advisors that serve them. Visualize the ‘what-if’s’. Then, together, determine the ‘what now?’ with Voyant’s powerful financial planning software.
- Website
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http://www.planwithvoyant.com
External link for Voyant
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Austin, TX
- Type
- Public Company
- Founded
- 2008
- Specialties
- Wealth Management, Financial Planning, Client Management, Computer Software, Finance, Retirement Planning, Financial Software, Financial Advisors, Wealth Planning, Customization, and Financial Modeling
Locations
Employees at Voyant
Updates
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📢 Don't Miss Our Upcoming Webinar! 📢 Join us for "Punch Up Your Practice: Data Entry Basics" and learn more about creating a plan in the Voyant platform. This webinar is perfect for new U.S. users, but everyone is welcome to join and power up their skills 💪 🗓️ Date: Wednesday, July 11, 2024 🕒 Time: 11:00 a.m. - 11:30 a.m. Learn how to: - Construct a base plan - Evaluating different 'what-if' scenarios - Generating reports to show to your clients 🔗 https://hubs.ly/Q02F5CVx0
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🚀 Upcoming Webinar Alert! 🚀 Get ready for "AdviserGo: Advanced Features", where we share more about how Voyant can be used to turn tough financial advice conversations into your most vital asset. 🗓️ Date: Wednesday, June 26, 2024 🕒 Time: 11:00 a.m. - 11:30 a.m. In this webinar, you'll discover how to: - Create report sets - Specify timeframes for detailed reports - Compare plans Don't miss this chance to learn how these tools can transform real-world planning! Register now to secure your spot. 🔗 https://hubs.ly/Q02D0tCl0 #VoyantWebinar #RetirementPlanning #WealthManagement #FinancialAdvisors
AdviserGo Advanced Features
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Join Our Upcoming Webinar! Unlock the secrets to impressive client presentations with "Mastering Plan Presentations in Voyant"! 🎉 Discover how to engage your clients with powerful visuals, clear insights, and winning presentations that leave a lasting impact. 🗓️ Date: Thursday, June 20 🕒 Time: 11:00 a.m. - 11:30 a.m. During this webinar, you’ll learn: - Techniques for crafting compelling presentations: including taking advantage of the Timeline, Data Review, Goals, and Events features - Best practices for showcasing financial plans - Tips to keep your audience engaged and informed Don't miss out on this opportunity to elevate your Voyant presentation skills! 📈 Register today to reserve your spot! 🔗 https://hubs.ly/Q02C3d-k0
Mastering Plan Presentations in Voyant
try.planwithvoyant.com
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We're pleased to announce we're a 2024 #Wealthies finalist! 🎉 This year, over 1,000 entries were received from more than 400 U.S.-based companies. We were recognized in the Retirement Income Technology category for our new retirement insights, including Longevity Risk, Disability and Long-Term Care. We're proud to offer innovative tools to our advisors and help transform 'what-if?' into 'why-not'? https://lnkd.in/g5MGabSh
Voyant Named ‘Wealthies’ Finalist for Retirement Planning Solutions
planwithvoyant.com
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Check out Matt and Arielle at #Connect24! If you haven't already, make sure to swing by booth 67 to get some Voyant swag and hear more about the future of financial modeling. We can't wait to connect! #UnitedPlannersFinancialServices #TheBestPlansAreMadeWithVoyant
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United Planners Financial Services Connect24 conference is almost here! We can’t wait to share our latest innovations, inspiration, and collaborate with some of the best minds in the industry. Make sure to stop by Booth 67 to say hi and learn more about our powerful software suite! 👋 #UnitedPlanners #Connect24
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Always great seeing our advisors sharing what our powerful software can do for clients!
Financial Advisor at Pennington Wealth Planning, an Associate Partner Practice of St James's Place Wealth Management
Happy Hump Day! I had a half day at the Manchester office today doing a session on using Voyant for cash flow modelling. It will help show clients what their current plans are doing for their future and possible routes to help achieve their goals if they’re not quite there yet. They had a nice set up for #MentalHealthWeek in the reception which was good to see as well.
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Arielle and Sarah are crushing it at #WMEDGE2024! If you haven't already, make sure to stop by booth K25 to get some Voyant swag and hear more about the future of financial modeling. We can't wait to connect! #WealthManagementEDGE #WealthStack #WMEDGE
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