| Website | planwithvoyant.com |
| Category | Web |
| Phone | (512) 342-0079 |
| david.kaufman@voy... | |
| Employees | |
| Founded | 1/06 |
Voyant is the creator of Voyant @Home, a free do-it-yourself financial planning platform that gives consumers greater control over their financial health.
Users can visually model “what if” planning scenarios – such as the birth of a child or early retirement – that illustrate the real-time, big-picture impact of important financial decisions and their long-term implications.
Once a decision is made, Voyant helps users compare current account balances to future plan goals, and updates action items to keep plans on target. The product also provides online access to other Voyant Community members - friends, family and trusted financial advisors - with similar interests, concerns and questions.
Voyant’s revenue model is based on advertising, enterprise license agreements with large employers/financial institutions, and file access fees paid by financial professionals (once a user has opted to share his/her plan with a designated advisor).
Voyant, Inc. debuted at DEMO 08. The company is self-funded.
CEO David Kaufman presents Voyant at DEMO 08.
CEO David Kaufman on CNN International
Voyant @Home is a Rich Internet Application that is accessible from the convenience of home, office or favorite hot spot.
The product’s interactive forecasts give users a comprehensive view of their current financial condition – and unlimited flexibility to test and compare scenarios that affect their financial future.
In addition, people can illustrate financial products such as insurance, investments, loans and more that help them mitigate the risks of unforeseen events – and determine the best time and manner to engage with a financial professional.
Voyant @Home’s innovative features include:
Timeline – used to define key life stages and events; helps to foresee critical obstacles and strategic opportunities
Simulations/Illustrations – demonstrate the impact of life-changing variables such as birth, retirement, etc.; model products and services that support personal financial goals, such as life insurance,
Real-Time Snapshots – compare current account balances to established goals; define and track action items
Collaboration – supports secure sharing of information with designated community members: friends, family, employers, professional advisors, etc.
Data Mining/Analytics – recommend areas for potential improvement based on established industry norms: fees, coverage rates, etc.
