Just Launched – ClientGo

We’re thrilled to announce a more engaging, collaborative and interactive client experience with the launch of ClientGo. 

Enhance your financial planning process with ClientGo, Voyant’s new client-facing platform designed to simplify the onboarding experience and visualize clients’ futures.

ClientGo is Voyant’s goal-centric, client-facing platform designed to engage and delight using intuitive drag-and-drop prompts and timelines. With ClientGo, you can:  

  • Share a plan with any client on any device  
  • Review and edit plans in real-time  
  • Jumpstart the fact-finding process and allow clients to build their own plan   

For more details and pricing information, visit our product page