Fintech Integration Marketplace

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Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile web device, our solution provides a holistic approach including retirement, cash flow, investments, legacy, college, insurance, estate & inheritance, taxes and more. With Voyant, advisers and clients can interactively plan and adapt to real life events, before, during, after they happen and helps answer every “what-if” scenario.

  • Financial Planning
  • Retirement Planning
  • Cash Flow Planning
  • Investments Planning
  • Legacy Planning
  • College Planning
  • Insurance
  • Estate & Inheritance Planning
  • Tax Planning

Companies that integrate with Voyant

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.

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Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.