Steve Moseley

DevOps Engineer at Voyant - Austin, TX, US

Steve Moseley's Contact Details
HQ
512-342-0079
Location
Austin, Texas, United States
Company
Voyant
Steve Moseley's Company Details
Voyant logo, Voyant contact details

Voyant

Austin, TX, US • 50 - 99 Employees
Software

Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company's product suite enables advisors to spend less time building plans and more time growing their business. Founded in 2006, Voyant was designed to be an unbiased, digital wealth management solution to simplify the planning process and enable "holistic and realistic" conversations. Since then, Voyant has served over 15,000 financial professionals and over 40,000 of their clients. Several of the world's top wealth management firms partner with Voyant including: Lincoln Financial, BMO Bank of Montreal, Lloyds Bank, CIBC, Toronto Dominion and Richardson Wealth. Further, Voyant is approved by many U.S. broker-dealers including: LPL Financial, J.W. Cole Financial, Lion Street Advisors, Madison Avenue Securities and William Joseph Capital Management. Combining cutting-edge technology and compelling visuals, Voyant turns advisors into consultants and provides clients with a clear and comprehensive view of their financial landscape. Incorporating "what-if" scenarios and real-life events, Voyant empowers advisors to interact on a new level with financial plans personalized to meet clients' unique goals. Voyant features include: - Retirement planning - Cash-flow planning - Investments & trusts - Goal planning & prioritization - Debt & mortgage - Monte Carlo - Tax analysis - Insurance needs

Wealth Management Financial Planning Client Management Computer Software B2B Software Prepackaged Software
Details about Voyant
Frequently Asked Questions about Steve Moseley
Steve Moseley currently works for Voyant.
Steve Moseley's role at Voyant is DevOps Engineer.
Steve Moseley's email address is ***@planwithvoyant.com. To view Steve Moseley's full email address, please signup to ConnectPlex.
Steve Moseley works in the Software industry.
Steve Moseley's colleagues at Voyant are Callie Eubanks, Wendy Lee, Kyle Dagnan, Stephanie Yockey, Arthur Walker, Kimberly Armendarez, Mason Che and others.
Steve Moseley's phone number is 512-342-0079
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