Wealthbox + Voyant

Modern CRM integrated with a comprehensive wealth management platform.

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Overview

Voyant is a comprehensive wealth management platform purpose-built to help advisors deepen their client relationships. With the Voyant integration, advisors can streamline their workflows and eliminate the hassle of rekeying by seamlessly syncing client data, such as names and demographics, directly into their planning tools. This saves time and ensures accuracy, enabling smoother operations and more efficient data management.

After logging into Wealthbox from Voyant, advisors can easily search for a client’s name.
Save time rekeying essential client details to build a personalized financial plan.

Resources

Recorded webinar

How Advisors Use Voyant + Wealthbox to Enhance Advisor Efficiency

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Blog post

Voyant Partners with Wealthbox to Enhance Advisor Efficiency

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Jamie Phelps, Customer Success Lead at Voyant
“The ability to effortlessly pull your Wealthbox clients directly into Voyant allows you to save time and focus on what truly matters—serving your clients and delivering exceptional financial advice.”

Jamie Phelps, Customer Success Lead at Voyant

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