Coming soon…Vault.

You asked for it, so we’re building it.   Safely store and share documents in one central location, accessible anytime from anywhere. Voyant’s Vault helps you:   ✅ Simplify data and document intake✅ Quickly search and retrieve important information✅ Decrease compliance risk✅ Reduce carbon footprint Launching Fall 2022. More details to follow.  Continue reading Coming soon…Vault.

Just Launched – ClientGo

We’re thrilled to announce a more engaging, collaborative and interactive client experience with the launch of ClientGo.  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    … Continue reading Just Launched – ClientGo