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Home Cashflow Modelling Voyant

Willingness to recommend

4.21/5

Based on 145 reviews

Voyant

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Value for money

4.32/5

Support

4.35/5

Integrations

3.59/5

Based on 37 reviews

A global leader in the financial services space, Voyant is not the typical provider of “financial planning” or “cash flow modeling” solutions. We deliver true financial health management. Show your clients more than just how to manage their assets through retirement. Bring together every aspect of your clients’ lives to weave together a complete tapestry of their present and future. From independent advisers to large-scale enterprises, Voyant’s adviser-first, innovative solutions are a favorite in the financial services world. In addition to our solutions, we provide white labeling for tailor-made offerings and comprehensive training for seamless on-boarding.

NextWealth view

Voyant received the highest score for willingness to recommend among cash flow modelling tools . The 108 financial planners that rated the cash flow modelling software gave Voyant an average score of 8.2 out of 10 on willingness to recommend. Voyant is used by 28% of the 80% of advisers that use cash flow modelling, dominating the space alongisde CashCalc (used by 30% of advisers). Some advisers say that Voyant is too complicated for most clients. One adviser we spoke to said "Voyant is like three cappuccinos a day. It's nice but you don't need it and it's an expensive habit." Despite being more expensive than CashCalc, Voyant offers a more comprehensive solution and gets top marks from financial planners. Voyant is more likely to be used by financial planners at larger firms, in particular at firms with 30 or more staff. And hey, we like a good cuppa.

Ownership:
Voyant is a privately held company headquartered in Austin, Texas. Voyant UK is a wholly owned subsidiary based in London, providing innovative financial products and services to customers across the United Kingdom and Europe.

Integrations

3.59/5
Based on 37 reviews
Cash Management
Client Portal
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

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No integrations available for Research

FinaMetrica Profiler (PlanPlus)

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Voyant
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Very comprehensive solution with good instant support
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Market leader
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
its awesome
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
Works well and easy to use with clients
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
5/5
Service
Market leader. Looks good and fundamental part of client experience.
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Key to advice
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
Have recommended to others already
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
"Good functionality
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
its fantastic; though it still has numerous basic gaps in that need fixing in what it can do
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
Good tool but licensing is complicated and expensive to roll out to whole team
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Super software and helpful people readily available when needed.
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
sometimes it can get a complicated
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It is the best tool on the market
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
"Their system is very comprehensive and intuitive
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
great bit of kit and they offer great service
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
5/5
Service
It is a decent bit of software but can sometimes not do what you want it to do in simple terms
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
Market leader
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Expensive
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Couldn't do my job without it
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good solutions
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Voyant is an excellent and flexible client facing tool
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Fantastic software and support
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Clients like it
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good tool
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
3/5
Service
It's the best and easy to use in front of clients
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
again a good experience
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Technically brilliant - we couldn’t provide our service without it. The tech itself however feels outdated and the fact that there are essentially two products feels wrong. The sooner it can all be online and accessible from anywhere, the better. Support is good but not immediate. Integration with other services (io) isn’t bad, but could be stronger.
Anonymous October 2019
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Excellent way to interact with clients and engage them in financial planning
Andy Coles October 2019
5/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
dominic mcloughney October 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Very good easy to use with clients
Simon Dendle October 2019
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Easy to use with clients live
Anonymous October 2019
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