Voyant, a leading global provider known for its SaaS-based wealth management, wellness, and client digital engagement solutions, has unveiled a suite of new wealth management tools aimed at revolutionizing how financial advisors assist their clients in navigating their financial futures. This move underscores the firm’s commitment to enhancing the advisory process through innovative technology and comprehensive financial planning tools.

David Kaufman, CEO of Voyant, emphasized the importance of individuals not only understanding their wealth but also the external factors that influence their broader financial landscape. “It is critical for individuals to not only understand their wealth but to also have a firm grasp on the external triggers that alter their broader financial picture,” Kaufman stated. This approach is at the heart of Voyant’s mission to provide advisors with a holistic view of their client’s financial situation, integrating key elements such as income, assets, and financial goals into a unified wealth management strategy.

The newly launched solutions by Voyant address a variety of needs and scenarios. The Social Security Optimization model is designed to assist individuals in determining the optimal time to start collecting Social Security benefits, taking into account variables like retirement age, projected life expectancy, and income. Additionally, the Roth Conversion tool offers insights on the timing and benefits of converting a Roth IRA, estimating potential savings on income taxes. Furthermore, Voyant’s Advanced Insurance Modeling tool provides a deep dive into the impact of life insurance on wealth, including the possibility of taking loans against life insurance policies.

These tools are integrated into Voyant’s core product suite at no additional cost to the user, reinforcing the company’s commitment to accessible and comprehensive financial planning solutions. Based in Austin, Texas, Voyant stands as a premier provider of collaborative financial wellness and wealth management software, serving financial professionals and their clients across the United States, United Kingdom, Canada, Ireland, and Australia. As a subsidiary of AssetMark Financial Holdings, Inc., Voyant continues to expand its reach and influence in the wealth management industry, offering advisors the tools they need to deliver unparalleled value and insight to their clients.

Voyant’s latest offering of wealth management solutions represents a significant advancement in the tools available to financial advisors. By integrating these new tools with its existing suite of offerings, Voyant is setting a new standard for comprehensive financial planning. The inclusion of Social Security Optimization, Roth Conversion, and Advanced Insurance Modeling within a single platform allows advisors to provide a more nuanced and informed advisory service. This holistic approach not only enhances the advisor-client relationship but also empowers clients to make better-informed decisions about their financial futures. In a rapidly evolving financial landscape, Voyant’s innovations are poised to play a crucial role in shaping the future of wealth management and financial wellness.

  Advanced Insurance Modeling, client digital engagement, financial advisors, financial wellness, Roth Conversion, SaaS-based wealth management, Social Security Optimization, Voyant, wealth management solutions