Although it seems far away, Schwab IMPACT is coming up! Voyant is changing the game as it relates to the advisor and client experience. We have created a hyper-personalized, advanced visual experience. Our software shows clients where they are today and how to meet their goals and helps you better demonstrate the value of your advice with advanced planning modules and industry leading calculation engines. We would love to show you how we’re different and how we’ve become the “Best in Breed” for wealth planning. Swing by Booth #529 to meet our CEO, David Kaufman, and Voyant team – we’ve got the best merch around!
Voyant
软件开发
Austin，TX 3,955 位关注者
Empowering financial professionals to future-proof their clients success. Let’s see.
关于我们
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.
- 网站
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https://www.planwithvoyant.com
Voyant的外部链接
- 所属行业
- 软件开发
- 规模
- 51-200 人
- 总部
- Austin，TX
- 类型
- 上市公司
- 创立
- 2008
- 领域
- Wealth Management、Financial Planning、Client Management、Computer Software、Finance、Retirement Planning、Financial Software、Financial Advisors、Wealth Planning、Customization和Financial Modeling
地点
Voyant员工
动态
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What a great day connecting with Canada’s top wealth managers, family offices, and private banks at Markets Group's #PrivateWealthForum. We're excited to share how Voyant empowers advisors to create personalized, impactful client experiences, and we're looking forward to more conversations on the Voyant experience. Want to learn more about our Canadian platform? Click the link below! https://lnkd.in/gfjBHcRn
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Interested in learning more about Voyant and Wealthbox? Join us tomorrow at 2 p.m. ET to learn more about the integration and how it can streamline your workflow. During the webinar, you'll learn: ?? How to turn complex financials into engaging, visual plans with Voyant ?? How Wealthbox’s social CRM can support effortless teamwork and client management ?? How the integration syncs essential client data automatically to eliminate double-entry ?? The benefits of the integration and how to get started! Register now to secure your spot! https://lnkd.in/gyugKSTY
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It's almost here! Join us on November 12th at 2 p.m. ET to see how the Voyant and Wealthbox integration is designed to streamline your workflow. Here’s a quick preview of what the webinar will cover: ?? How to turn complex financials into engaging, visual plans with Voyant ?? How Wealthbox’s social CRM can support effortless teamwork and client management ?? How the integration syncs essential client data automatically to eliminate double-entry ?? The benefits of the integration and how to get started! Register now to secure your spot! https://lnkd.in/gyugKSTY
How Advisors Use Voyant + Wealthbox to Enhance Advisor Efficiency | Wealthbox CRM
https://www.wealthbox.com
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Pleased to be recognized by WealthManagement.com for our Retirement Planning Insights!
Best of the Best 2024 Finalist: Voyant Longevity Risk, Disability, and Long-Term Care Retirement Planning Solutions Voyant's new retirement planning tools allow advisors to illustrate complex solutions with ease, enabling real-time collaboration with clients. These tools address longevity risk by modeling secure income, assess the impact of unexpected events on wealth, and demonstrate the financial implications of long-term care, helping clients navigate challenging conversations. Learn more: https://spr.ly/6044UZl04 #wealthies #industryawards #wealthmanagement
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The Kovack InTouch 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 in sunny Orlando, FL. Feel free to stop by our booth and say hello! While you’re there, learn more about Voyant, our product, and the future of financial modeling. We’re excited to learn more about what you’re working on, too!
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Will you be attending? The Voyant team is pleased to attend #CFPConnections24 in Washington, DC.?Join us as we come together for three days of networking, continued education, and celebration of some of the industry’s brightest. We can’t wait to see you there – make sure to come by and say hello at table four!
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Still thinking about the incredible experience at the 2024 Wealthies! ?? It was an honor to stand alongside some of the best in the industry, including our friends at AssetMark and Adhesion Wealth Advisor Solutions. Being recognized as a finalist is a testament to the dedication and innovation of our team at Voyant, and we couldn't be prouder. Together, we’re raising the bar for financial planning and delivering powerful solutions for both advisors and their clients. #Wealthies #FinancialPlanning #LetsSee
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What an honor to be a part of the 2024 Wealth Management Industry Awards! Congratulations to all the finalists and winners who are bringing new innovations to market and making a real difference for financial advisors. #2024Wealthies #WealthManagement #FinTech
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?? We're proud to share that we're a part of WealthManagement.com's 2024 Midyear Outlook! ?? In the article, "You're Worth It: Demonstrating the Value of Your Advice," we explore how leveraging a comprehensive tech stack, with tools like Voyant, can better enhance the value of your financial advice with hyper-personalized advice. Check out the article below, and see how you can grow your business while maintaining the human touch that makes your advice so valuable. https://lnkd.in/g276E2Mp #WealthManagement #FinancialPlanningTools #Voyant #Wealthies2024
Voyant
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