Voyant

5.6easy start · #32 of 34
in Financial Planning Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $3/mo.

Voyant is ranked #32 of 34 in financial planning software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $3/mo.

Voyant plans and pricing

All plans

Vault $3/mo $3/mo Per client Per client planwithvoyant.com · 8 Oct 2026

AdviserGo — Auxiliary Users $50/mo $50/mo For adviser assistants and paraplanners only; licensee may not be registered as an adviser with applicable regulatory authorities planwithvoyant.com · 8 Oct 2026

White Labeling — service charge $60/mo $60/mo Service Charge White labeling planwithvoyant.com · 8 Oct 2026

ClientGo — additional bundles $75/mo $75/mo Additional bundles of 25 Licenses Each additional bundle has 25 licenses planwithvoyant.com · 8 Oct 2026

ClientGo — 1st bundle $100/mo $100/mo 1st bundle (25 Client Licenses) 25 client licenses planwithvoyant.com · 8 Oct 2026

AdviserGo — Advisers $150/mo $150/mo For advisers planwithvoyant.com · 8 Oct 2026

Compared on financial planning software

Free plan: No
Client portal: Yes

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The record

Product: Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients.
Complex planning: AdviserGo supports advanced entities, trusts, jurisdictional considerations, scenario analysis, and comparative plan evaluation.
Tax planning: Voyant models income tax, capital gains, regional and global tax, and insurance-based strategies within financial plans.
Wealth transfer: Voyant models generational allocation, philanthropic structures, and estate tax optimization, including trust design stress tests.
Browser access: The FAQ states AdviserGo is a web application that runs in a modern browser with an internet connection and a Voyant adviser or auxiliary account.
Client collaboration: ClientGo provides clients controlled visibility into planning scenarios and secure input and collaboration while the adviser retains oversight.
Document vault: Voyant Vault lets advisers and clients upload and share documents, with secure storage and controlled access permissions.
Security: Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients.
Security assessments: Voyant says independent entities regularly conduct application-level and infrastructure-level penetration tests, and customers may request available reports and certifications through support.
Support: Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos.
Free trial: Voyant provides instructions for registering for a free trial, but the page does not state its duration.
Company age and location: Voyant says it was founded in 2006 and is headquartered in Austin, Texas.
Headquarters: Austin, Texas, USA
Price from: $3/mo

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#32 of 34
Best Financial Advisor Software in 2026#31 of 31

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Sources

planwithvoyant.com/resources/faqs· checked 8 Oct 2026
planwithvoyant.com/resources/pricing· checked 8 Oct 2026
planwithvoyant.com/solutions/tax-planning· checked 8 Oct 2026
planwithvoyant.com/solutions/transition-of-wealth· checked 8 Oct 2026
planwithvoyant.com/about/security-policy· checked 8 Oct 2026
planwithvoyant.com· checked 28 Sept 2026