Financial Adviser Tools

CashCalc vs Voyant for Lead Generation

CashCalc is faster to deploy for lead-gen landing pages; Voyant offers deeper modelling for later consultations. Most firms use CashCalc for marketing and Voyant for advice.

Quick answer

CashCalc vs Voyant: the verdict

Use CashCalc on lead-gen landing pages for fast, embed-ready cashflow previews; use Voyant once the client is in advice to demonstrate deeper modelling. CashCalcs lighter UX outperforms in form-conversion tests by 25-40%.

Criterion
CashCalc
Voyant
Lead-gen fit
High
Moderate
Advice fit
Moderate
High
Embed / iframe
Strong
Limited
Learning curve
Low
High
Output richness
Simple cashflow
Full financial plan
Price
Lower
Higher

CashCalc

Fast, lightweight, marketing-first. Best for embedded cashflow previews on landing pages and lead-gen calculators.

Voyant

Rich, scenario-heavy, adviser-workshop tool. Best used post-lead-capture in the advice process.

Stack

Use both - CashCalc to acquire, Voyant to advise.

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