Firms of any size can customize Voyant to their branding standards. From reports to client interface, reinforce your brand's identity with Voyant's solutions, seamlessly.

Our White Label Package offers a fully customizable branding solution tailored to your firm. This includes custom colors, logos, market assumptions, preferences, and firm-specific requests, including branding updates. Your firm’s identity will be seamlessly integrated across the entire Voyant platform—from the login screen and dashboard to reports and all client-facing tools, including Voyant Go, ClientGo, and Vault.

The first step would be to connect you to our accounts team to pay the White Label £750 design fee, they would then connect you to our design team.

Please note that following the initial setup, a £60/month fee will be applied to your account. This fee covers routine, non-material adjustments to your branding, preferences, market assumptions, and disclaimers. Most importantly, it ensures compatibility with every Voyant UI upgrade, so you’ll always have access to the latest features and bug fixes, all while maintaining your unique brand identity.

mceclip1.png

 

Need branding help? Our creative team will work with you to create a bespoke offering. Email us at support@planwithvoyant.com 

 

Rebranding, White Labeling

Guide to Voyant Rebranding (White Labeling)

Custom Preferences

Canada - Custom System Preferences form 

Ireland - Custom System Preferences form

UK - Custom System Preferences form

US - Custom System Preferences form

Formatting Guidance: Percent values must use decimal notation e.g. 1.1% should be .011. "Yes" or "No" values should be specified as true or false

 

Rebranding with Market Assumptions and Customized Portfolios 

Adding your firm's market assumptions and model portfolios to the software.

Example File - Investment averages

Example File - Correlation Coefficient

Formatting Guidance for Market Assumptions Files

Example File - Model Portfolios

Formatting Guidance for Model Portfolios File