Voyant

Voyant develops collaborative financial planning and wealth management software for advisers and their clients. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Alongside the main category they mention Consulting, Financial Services and Personal Finance. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Voyant is based in Austin, Texas and around since 1999. More on planwithvoyant.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

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