2026 has already brought a number of enhancements designed to make financial planning in Voyant more powerful, flexible, and easier to use. Below is a summary of some of the most impactful features released so far this year for our US advisers.
Legacy View Redesign
Our redesigned Legacy view provides a clearer picture of how wealth is transferred to beneficiaries, making estate planning conversations easier to understand and present.
Highlights include:
- Improved estate tax reporting
- State estate tax calculations where applicable
- Clearer breakdowns of taxes and distributions
- Enhanced visual presentation of estate outcomes
New Insight Reports
We've expanded Voyant's reporting capabilities with several new Insight Reports, giving advisers additional ways to analyse client plans and communicate recommendations.
Long-Term Care Insight Report
Model the financial impact of potential long-term care expenses and demonstrate how different care scenarios could affect retirement income, legacy goals, and overall plan success.
Goal Priority Insight Report
Quickly identify which client goals are most at risk if resources become constrained, helping facilitate meaningful conversations around planning priorities and trade-offs.
Inflation Adjustment Insight Report
Evaluate how sustained periods of higher inflation could affect a client's long-term financial plan without creating multiple What-If scenarios.
Roth Conversion Insight Report
The Roth Conversion Insight Report now allows advisers to generate a new What-If plan directly from the report, making it easier to compare conversion strategies while preserving the original client plan.
Enhanced Estate & Business Planning
We've introduced several new modelling enhancements to better support advanced estate and business planning scenarios.
Discounted Gifts
You can now model gifts transferred at a discount by entering a discount directly on the transfer screens for:
- Property transfers
- Company transfers
- Generic asset transfers
This enhancement allows advisers to more accurately model strategies where assets are transferred below their current market value.
Promissory Notes
Promissory Notes can now be modelled as a debt type within Voyant, providing additional flexibility when illustrating estate freezes, intra-family transactions, and other advanced planning strategies.
Password Protection for Client Plans
To help protect sensitive client information, Voyant now allows advisers to add password protection to individual client records.
When enabled, a password must be entered before a client plan can be opened, providing an additional layer of security for firms managing confidential financial information.
Updated 2026 Tax Tables
Voyant has been updated to reflect the latest federal tax legislation for 2026, including:
- Updated Standard Deduction amounts
- Increased Senior Standard Deduction
- The new $6,000 Enhanced Senior Deduction
These updates are applied automatically, helping ensure your plans continue to reflect current tax rules.
Accessibility Improvements
Throughout 2026 we've continued to improve accessibility across AdviserGo, making the platform easier for everyone to use.
Enhancements include:
- Improved keyboard navigation
- Better screen reader support
- Accessible chart data tables
- Improved focus indicators throughout the application
These updates support modern accessibility standards while improving the overall user experience.
Looking Ahead
We're only halfway through the year, and there's much more to come. Stay tuned to our release notes and newsletters as we continue delivering new planning capabilities and enhancements throughout the remainder of 2026.