Voyant
Curated by SignalWealth management software suite enhancing financial advisors' client relationships.
Overview
Voyant is a company that offers a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, into a unified system. It utilizes artificial intelligence (AI) and machine learning to provide predictive analytics that may influence investment strategies and client interactions. The suite features real-time data aggregation, which allows for a comprehensive overview of client portfolios, potentially aiding in the provision of personalized advice. Additionally, Voyant emphasizes compliance and offers integration through application programming interfaces (APIs), catering to the requirements of financial advisors who aim to enhance client relationships and offer customized financial solutions.
Key facts
- Founded
- 2006
- Headquarters
- Austin, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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Contact
- Primary office
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Open roles
2 rolesSenior Enterprise Sales Executive
Austin, TX · On-site · Volunteer
Senior Enterprise Sales Executive
United States · On-site · Volunteer
