VOYANT

planwithvoyant.com · Austin, United States of America

Voyant provides financial planning software that helps financial advisors and institutions model client cash flows, goals, and scenarios to support long-term wealth and retirement planning. Its cloud-based platform is used to create interactive plans, run what-if analyses, and present advice to end clients, generating revenue through subscription licensing to advisory firms, banks, and wealth managers.

  • Wealth & Investment Software
  • Business Intelligence & Dashboards
Revenue
$18.0M
Employees
120
Founded
2008
Headquarters
Austin, United States of America

What 13 Arbolus experts think of VOYANT

NPS scores skew high, with 64% of respondents providing scores of 8 or higher, and nearly 27% giving a perfect 10. Renewal intent is strongly positive where stated, with only one definite non-renewal and several referencing uncertainty. Implementation stage is heavily weighted toward mature, long-term users (70% more than 1 year), and NPS remains consistently high in this group. Key themes: strong satisfaction among mature users, with some uncertainty among influencers and pilot-stage adopters.Overall Customer Sentiment: Positive

Who reviewed VOYANT

Total customers 13 12 current · 1 former
Reviews growth +8 in six months
Seniority of respondents
  • C-Suite 75% (10)
  • Director 17% (2)
  • Manager 8% (1)
Finance Leader C-Suite NPS 10 Will renew
Not specified C-Suite NPS 7 Undecided
Finance Leader C-Suite NPS 8

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Sentiment

30 Net Promoter Score, from 13 scored reviews
  • Promoters 6
  • Passives 5
  • Detractors 2

Cumulative NPS by month

-1 over 6 months
  • Nov 9
  • Feb 9
  • Apr 9
  • May 9
  • Aug 8
  • Sep 8

Net Promoter Score across 1 reviews, accumulated up to each month. Category median 30 across 1 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 63%
  • Will renew 5
  • Undecided 2
  • Not renewing 1

Plan to renew, by seniority

  • C-Suite 75% 4 answers
  • Director 50% 2 answers
  • Manager 0% 1 answer
  • Not specified 100% 1 answer
  • 8.8/10 Average score from customers who will renew
  • 5.5/10 Average score from undecided customers
  • 8/10 Average score from customers not renewing

For people who use VOYANT

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