michael.pendergrass
Acronym
Voyant, Inc.
Product ID
ClientGo
Description

Give your clients access to adjust plan inputs on their own time.

Images
Features

Give your clients access to adjust plan inputs on their own time:

  • Explore different goals and assumptions
  • Invite spouses and family members to play along
  • Onboard new clients or review existing financial plans
Vendors
Voyant, Inc.
Schwab Products
SIT Provider
Section
Financial Planning
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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