The integration between Wealthbox and Voyant enables advisors to create financial plans in Voyant by importing basic client details directly from Wealthbox.


To enable the Voyant integration, users can navigate to the Voyant home screen, click the plus (+) button in the bottom-right corner, and select Import Client. 

From there, they should choose Wealthbox to sign in and establish the connection between platforms.

Once connected, advisors can import essential client information, such as names and birthdates, from Wealthbox into Voyant.

When a client record is imported into Voyant, a link will be established between the client’s source record in Wealthbox and their record in the Voyant system, allowing both platforms to maintain up-to-date information.

Once a client has been imported to Voyant, you can use the Wealthbox Client Search to look up client information.