AdviserGo and VoyantGo are both web-based applications that can be accessed from any computer, provided you have a Voyant user account with access to these products. To open the software, be sure to use a standard web browser with an internet connection that allows access to our website. Read more >>
Before you begin
Be sure that your computer or more specifically, your browser, meets the application's basic requirements, Read more >>
You will also need an active VoyantGo user account.
If you are a client, to access VoyantGo your adviser must first send you an invitation to register with Voyant. You may then use the software to view your plan, if your adviser has created a plan for you, or use VoyantGo to start building your own plan.
If you are an adviser, you will need to invite your client to register for an VoyantGo account on our website. To send an invitation, your account must have available VoyantGo licenses. VoyantGo is an add-on service. Details on pricing for VoyantGo licenses can be found here, by country. VoyantGo can be purchased standalone or used together with Snapshot. Read more >>
Visit our website and log in
To access VoyantGo:
1. Go to the country-specific website for the version of VoyantGo you plan to use.
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Canada - canada.planwithvoyant.com |
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Ireland - www.planwithvoyant.ie |
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United Kingdom - www.planwithvoyant.co.uk |
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United States - www.planwithvoyant.com |
2. Log in.
To log in, you must be registered on the website.
If you do not remember your username or password, standard reminder/reset tools are available on the login page.
VoyantGo will open in your browser displaying your plan, if your adviser has already created a plan for you.
Or if your adviser is has invited you to start building your own plan, VoyantGo will prompt you to start by entering your basic personal information.
