UK - First steps, resources to help get you started

Essential resources for new users

New to Voyant? We have a host of resources – online, printable, and visual, not to mention a knowledgeable support staff – ready to help you get started with the software. Here is a list of the resources available to help you become acquainted with the software. If you have any questions or technical difficulties, you may reach our support staff at [email protected].

 

Register for a no obligation 30-day trial of Voyant Adviser and AdviserGo

If you haven't done so already, to get started you will need a Voyant Adviser/AdviserGo user account. Register for a free, no obligation 30-day trial of the software.

Voyant Adviser and AdviserGo are packaged together, so if you register to trial our software you are automatically granted access to both products. If later you decide to subscribe, there is no added cost for either product. We offer a single subscription price for both products. 

 

Sign in to install Voyant Adviser or open AdviserGo

Step-by-step instructions on how to install Voyant Adviser, our comprehensive planning software, can be found in our knowledge base. Details on what your computer will need to run Voyant Adviser can be found here.

AdviserGo, our streamlined, web-based companion software to Voyant Adviser runs in your browser and requires no installation. Find where to go to open AdviserGo here. Additional details on what your computer will need to run AdviserGo can be found in our knowledge base.

 

Introductory tutorial and quick start guides

Learn the basics about Voyant Adviser, AdviserGo, VoyantGo and Snapshot and their features in our quick start guides.  

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

AdviserGo and VoyantGo Quick Start Guide

Snapshot Quick Start Guide

A step-by-step tutorial is available for Voyant Adviser, which will show you how to build your first client case and get comfortable with the basics of the software. Many of the key concepts and features of the software are introduced, including the Let's See charts, reports and the plan overview. All of the necessary name and account data are also included, so you simply point, click, enter and compare your results to ours. It is a great way to learn Voyant. To follow this exercise, all you will need is: a computer, an internet connection, an active Voyant user account (either as a trialist or subscriber), the software and a desire to learn more about how to create effective, visually appealing and fully interactive cases for your clients.

For a complete list of guides, visit our Voyant UK document library.

 

Introductory and topic-specific webinars

Join us for a live presentation of Voyant Adviser. This web demonstration and teleconference will showcase Voyant's financial collaboration solution for financial advisers, including robust cash flow and accumulation based financial planning, dynamic "what if" scenarios, product simulations, and customisation and integration capabilities.

Introductory webinars last approximately one hour and consist of a 40 minute presentation followed by a 20 minute question and answer session.  A calendar of upcoming presentations and registration can be found on the Voyant website. We also offer webinars on a rang of topics including retirement, protection, and estate planning as well as investment risk and using Voyant Adviser in cases of divorce, personal injury settlements, and for modelling the sale of a business.

No time to attend a live introductory webinar or one of our topic-specific presentations? We also have the following videos of these presentations.

 

Getting Started - Voyant Introductory Webinar (1 hour 12 minutes)

This recorded version of our live weekly introductory webinar presents a comprehensive introduction to Voyant Adviser, including the software's charts, screens, simulations, what-if scenarios, overviews, reports, and more. Voyant's new tablet-friendly application, AdviserGo, is also featured and we will show you how to contact our support staff, where to register for a free trial of the software, and where to find other resources on our website.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Retirement Income (35 minutes)

This recorded version of our live retirement income webinar shows how to use Voyant Adviser to model and help your clients understand the options open to them for funding their retirement and in doing so, devise and demonstrate tax efficient retirement strategies. In this webinar we demonstrate how to present and illustrate planning scenarios related to retirement to aid a collaborative financial planning process with your clients.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Protection Planning (32 minutes)

In this recorded version of our live protection planning webinar we show how Voyant Adviser can be used to help your clients understand their possible need for life, critical illness, and income protection. We also demonstrate how to use the software's simulations and what-if scenarios to stress test client cases for adequate levels of protection, identify the amount of additional cover that might be needed, as well as the minimum term that may be necessary on any recommended coverage.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Estate Planning (19 minutes)

In this recorded version of our live estate planning webinar we present many of the features in Voyant Adviser that relate to estate planning. Learn how to set up estate plans for your clients and where to view their planned estate distributions together with the software's inheritance tax calculations. See how to build what-if scenarios and run simulations in order to demonstrate to clients the value of tax efficient estate planning.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Investment Risk (27 minutes)

In this recorded version of our live investment risk webinar, discover how Voyant Adviser can help you to have meaningful discussions with your clients around important planning areas related to investment risk, especially in decumulation strategies. Learn how the software can be used to illustrate sequential risk and the potential impact of a market disturbance.

Topics presented include options for modelling future investment growth in Voyant (fixed growth rates vs. asset allocations) and the software's risk related simulations are presented including the Performance slider, the Historic and Monte Carlo simulations, Major Loss, and the Investment Return Rate Need Analyser. This presentation also touches upon Voyant's integration with FinaMetrica's risk profiling service.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Divorce, Personal Injury, Selling a Business - Using Voyant Adviser with Professional Connections (24 minutes)

In this recorded version of our live professional connections webinar, learn how Voyant can help you to develop connections with professional firms such as accountants and solicitors. Three case studies are examined: the first addresses the long term planning needs of a business owner and partner, another is a Court of Protection / personal accident case, and the third a divorce case.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

More videos

Visit our video library for a complete list of our instructional and how-to videos.

 

Online help, the knowledge base

Voyant offers a searchable knowledge base of online help topics at support.planwithvoyant.com.  Our online help can also be accessed from the Voyant Adviser software by clicking the help button - the question mark (?) top-left.

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Contact the Voyant Support Team

If you have any questions or require further assistance, please contact Customer Support. There are several ways to each our team:

If you are working in Voyant Adviser, click the help button - the question mark (?) top-left and submit a support request. The software's inline support request form is especially useful as it automatically captures details from your user profile, details about the plan you are working on, as well as system details about your computer's operating system, all of which can be indispensable wen troubleshooting.  

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You can also e-mail or phone us.

E-mail our team directly at [email protected].  

Phone us on (0)20 8090 3601Note: If you receive our voice mail, please do leave a message. We will return your call as soon as possible.

In any case, a member of our support staff will contact you as soon as possible.

 

Schedule an extended support session

Need that extra bit of help beyond a quick support call or e-mail response? Whether you are entirely new to Voyant or a seasoned user of the software, feel free to schedule a fifteen minute session with a member of our support team. A limited number of fifteen minute appointments are available weekday afternoons and evenings. What's more, there is no additional cost for this service.

To schedule an appointment, E-mail our team directly at [email protected] or if you are working in Voyant Adviser, click the help button - the question mark (?) top-left and submit a support request.

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In-person training

Join us for a training seminar where Voyant Adviser will be discussed in-depth and in context.
 
Morning Introductory Sessions - Our introductory sessions are designed for new users who are getting started. During these sessions we cover the basics of plan and scenario building and how to use the essential features and functions of Voyant Adviser and Adviser Go.  Sessions last 3.5 hours
 
Afternoon Presenting to Clients Sessions - Our afternoon sessions are designed for users who have had some experience building plans and would now like to present Voyant live to clients.  We focus on using simulations and what if scenarios effectively, to maximise client impact and understanding.  Sessions last 3 hours
 
1:1 Training Sessions - We now also offer one-hour, one-to-one training slots during the afternoon on some of our training days, which can be tailored to your specific needs. These hour long sessions are ideal for users who would like to investigate a particular aspect of the software.
 
Registration and a calendar of upcoming training dates can be found on our website.
 
Bespoke onsite training sessions - In addition to our regularly scheduled training offerings, Voyant also offers bespoke onsite training sessions. The topics covered in a session can be determined by the firm and any number of attendees would be welcome to join, depending on the size of the room provided by the host. For more information, please contact Voyant Support.
 
 

Join our e-mail list

Voyant regularly sends announcements of software updates, training, user tips, and special offers to members of our e-mail list. Subscribers and trialists are added to the list automatically. However, if you've never received announcements from Voyant and would like to be apprised of the latest, click here to join our e-mail distribution list. 


Additional Resources

In addition to training and support, Voyant has other services and options that you may want to take advantage of as a subscriber or during your trial of the software.

 

Invite a client to access their plan online Using VoyantGo

VoyantGo is our web-based client facing software, which allows clients to review and edit plans created by an adviser. It can also be used as an electronic fact find to begin a new plan.

VoyantGo is add-on service for which there is a monthly charge; however, if you are trialing Voyant, you are granted acess to two VoyantGo licenses, which you are welcome to use with two of your clients.

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When used together with our optional white labelling (rebranding) service, a customised link can be added to your firm’s website, allowing clients to launch the rebranded VoyantGo directly from your website.

Additional information on VoyantGo can be found on our website or visit the VoyantGo FAQs here in our knowledge base.

 

Client fact find, questionnaire

Voyant's printable PDF format client questionnaire is available on our website. 

Comprehensive UK Fact Find - Our full print-only version of the UK fact find.

UK Expense Questionnaire - A shortened print-only version of our UK fact find for collecting basic personal details and expenses only.

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An Important Note Regarding Importable Fact Finds - Due to GDPR compliance, Voyant can no longer support the importable, fillable PDF fact finds we once offered. Voyant can be responsible for the security of client data only after it is entered or imported into our software.

The mechanism for importing fact finds is, however, still available in the software. Firms who wish to fashion their own importable fact finds may do so. These documents must be fillable Adobe Acrobat PDF forms and the fields within them must be coded with Voyant data input values in order to be importable into the software.

If you would like to create your own fillable PDF fact find, please contact Voyant Support to request the original source documents. These documents contain the fields necessary to create a document that is importable into Voyant.

 

Integrated FinaMetrica risk profiling system

Voyant has integrated FinaMetrica's award winning risk profiling solution into Voyant Adviser as a bolt-on offering. This service can be activated for your account free of charge, provided that you are an active subscriber or trialist to both Voyant and FinaMetrica.

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Are you currently a FinaMetrica subscriber? Please contact Voyant Support to request service activation. Our support staff will contact FinaMetrica to arrange have your integrated service activated.

Note: If your firm’s FinaMetrica subscription is registered under a name other than your own, please let us know the name of this person as it will assist FinaMetrica in identifying your account. FinaMetrica subscriptions are registered under the names of individuals, not by firm name.

If you are not currently a subscriber with FinaMetrica but would like to try their service, free of charge or obligation, please register on their website: http://www.riskprofiling.com/trial.


 

Other Partner Integrations

In addition to FinaMetrica, Voyant currently offers integrations with the following partner service providers in the United Kingdom.

Curo, Time4Advice - back-office system

Fastrak, Sprint Enterprise Technology - data aggregation, reporting

FinaMetrica - risk profiling

Intelligent Office, Intelliflo - practice management

Morningstar - equity and fund pricing feeds

Plum Software - back-office system, CRM

7IM, Seven Investment Management - platform

Transact - wrap platform

If you or your firm subscribes to services from any of these providers, please contact Voyant Support for further assistance. We will gladly switch on any of these integration plug-ins for our subscribers and trialists, provided that they have made whatever arrangements are necessary with the integration partner as subscribers or trialists of their services.

Further details and a complete list of our integration partners worldwide can be found here. Read more >>

 

Related topics

Integrations with third-party systems, data providers