Voyant

There's still time to register for our upcoming Canadian webinar, A Deep Dive into Modeling Holding Companies! During this session, we’ll explore: 💡 Reflecting revenue moving into the company 💡 Modeling dividends and salaries being paid out 💡 Making the company the owner of an asset 📅 Date: December 18, 2024 🕒 Time: 11:00 a.m. - 11:30 a.m. CT Don’t miss this opportunity to sharpen your skills and better support your clients' complex planning needs. 👉 Register now to secure your spot: https://hubs.ly/Q02ZHW6t0

Want to save a seat for our upcoming Canadian webinar? Join us for A Deep Dive into Modeling Holding Companies – an insightful session designed to enhance your planning expertise. During this session, we’ll explore: 💡 Reflecting revenue moving into the company 💡 Modeling dividends and salaries being paid out 💡 Making the company the owner of an asset 📅 Date: December 18, 2024 🕒 Time: 11:00 - 11:30 a.m. CT Don’t miss this opportunity to sharpen your skills and better support your clients' complex planning needs. 👉 Register now to secure your spot: https://hubs.ly/Q02ZHTwy0

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!

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

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

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

Pleased to be recognized by WealthManagement.com for our Retirement Planning Insights!

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!

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!

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