Voyant spices up wealth tech with fresh tools.

March 19, 2024
1 min read


  • Voyant has added new tools to enhance advisors’ financial planning capabilities.
  • New features include Social Security optimization, Roth conversion, and advanced insurance modeling.

Voyant, a leading SaaS provider of wealth management solutions, has introduced new tools to help advisors guide better financial decisions. The Austin-based fintech provider unveiled features such as Social Security optimization, Roth conversion, and advanced insurance modeling to enrich its suite of financial planning solutions.

The new Social Security optimization tool assists individuals in determining the optimal timing to start their benefits based on various factors. The Roth conversion tool provides insights into converting traditional IRAs to Roth IRAs, estimating potential tax savings and strategic benefits. Additionally, the advanced insurance modeling tool allows advisors to explore the impact of life insurance on a client’s financial situation.

David Kaufman, CEO of Voyant, emphasized the importance of individuals understanding their finances and external factors affecting their financial picture. By offering these new tools at no additional cost, Voyant aims to provide advisors with a holistic view of their clients’ financial situation for more informed decision-making.

Overall, Voyant’s new tools enhance its wealth tech suite, allowing advisors to offer better financial guidance and support to clients.

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