Make Voyant your own with our White Label Service. Firms of any size can customise the Voyant platform to reflect their branding, creating a consistent experience for advisers and clients.
What's included?
Our White Label Package allows your firm to customise:
- Branding: Your firm's logos, colours and visual identity.
- Client-facing tools: Consistent branding across the login screen, dashboard, reports, Voyant Go, ClientGo and Vault.
- Preferences and assumptions: Firm-specific system preferences, market assumptions and other supported customisations.
Our design team will work with you to incorporate your firm's branding throughout the Voyant platform.
Initial setup fee
The initial design and setup fee is £750. Pricing may vary slightly by region and currency.
To get started, we'll connect you with our accounts team to arrange payment. Once complete, you'll be introduced to our design team to begin the customisation process.
Ongoing maintenance and compatibility
Following the initial setup, a £60 monthly maintenance fee applies.
While your firm's branding may not require frequent changes, Voyant is continually evolving. We regularly introduce new features, improve existing functionality and update the user interface.
The monthly fee primarily covers the ongoing work needed to ensure your customised version of Voyant remains compatible with these software updates, maintaining a consistent branded experience as the platform evolves.
The fee also includes routine, non-material adjustments you may wish to make over time, such as:
- Updating logos or brand colours
- Revising disclaimers
- Adjusting firm-specific preferences
- Updating market assumptions
Why is maintenance needed if our branding doesn't change?
Even if your firm never requests a branding update, ongoing compatibility work helps ensure your white-labelled platform continues to function seamlessly with Voyant's latest features, improvements and bug fixes.
This means you can benefit from ongoing software enhancements while maintaining your firm's unique brand identity.
Getting started
Interested in white labelling Voyant? Our team can help you explore the available options and guide you through the setup process.
Contact us at support@planwithvoyant.com to get started.
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