Videos - Canada

Webinars

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.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also 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.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Irish software, which is designed to model retirement plan and pension rules for Canada.

Also 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.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also 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.

Please note, although it is the UK release of Voyant Adviser that we present in this video, most of the features shown and concepts presented work in a similar manner in our Canadian software.

Also 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.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also 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.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

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

 

Scenarios and Simulations

 

Income protection and critical illness coverage need analysis (7 minutes)

Stephen Browne of Voyant Ireland shows how to use Voyant Adviser to analyse a client's financial plan for the possible need for critical coverage in cases of disability (income protection) and critical illness (CIC).

 

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

 

 

 

Calculate annual capacity to spend in Voyant Adviser (6 minutes)

If your client has no red on their Let’s See chart they are very likely to end up with some liquid assets at the end of their plan. Stephen Browne of Voyant Ireland shows how to calculate how much extra your client could have spent without running out of money at any point. As they say life’s not a rehearsal!

 

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.


 

Using replacement Mortality events. How to model early mortality with a simple drag and drop

Learn how to create what-if planning scenarios modelling an earlier than assumed mortality using Voyant's new replacement Mortality events. Using these events, an individual's mortality can be positioned anywhere on the timeline with a simple drag and drop. Convenient for the creation of life insurance need and estate planning scenarios.


 

Major Loss, Capacity for Loss Simulations

Voyant's Loss Capacity / Market Crash simulator is a simple to use and very powerful simulation. Advisers enter in a market downturn event similar to recent market events and see the effects visually on a client's portfolio.


 

Downsize or Upsize a Home

Learn how to model the future downsizing of a home in a what-if planning scenario.

In our example, the Christie family is considering downsizing their home when they retire. They want to sell their current residence in ten years, pay off any balance remaining on their mortgage and purchase a home of lesser value. Any remaining proceeds might then be used for travel and other plans they have for their active retirement.

Part 1


Part 2

 

Cash flow essentials

 

Sweep surplus funds from cash into other accounts (5 minutes)

Stephen Browne of Voyant Ireland shows how to use the sweep feature in Voyant Adviser to send monies automatically from cash to other accounts.

 

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.


 

Re-invest surplus cash (7 minutes)

Voyant Adviser by default assumes that habitual surplus cash is spent and not saved. Stephen Browne of Voyant Ireland shows how to save this surplus and then re-invest it into an investment account.

 

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.


 

Managing Plans and Scenarios

Updating the Planning Year and Promoting Scenarios

Learn how the planning year is set in Voyant, how to change it, and how to run a general update of a plan when performing an annual client review. We will also demonstrate how updated base plans can be used to track client progress.


 

More about Voyant Adviser and its features

Integrations - Voyant and FinaMetrica, Integrating Risk and Financial Planning

Learn about Voyant’s integration with FinaMetrica, offering access to their award winning risk profiling solution in Voyant Adviser as a bolt-on service.


 

Promotional videos

Two promotional videos are currently available to help demonstrate the value of using Voyant with your clients.

Video 1 - Illustrates the planning needs of a young couple with children as they plan for retirement and other major milestones such as starting a business, their daughter's wedding and her years at university.


Video 2 - Shows the changing concerns of this couple as they near retirement.

Both videos are available for promotional purposes and are designed to be used in any market. If you wish to add these videos to your firm's website, the embedding code is available on each video's YouTube page.

 

Voyant testimonals

Metis Ireland Voyant Testimonial Video - Why are the team at Metis Ireland so excited about Voyant? Watch to find out.

Adviser subscribers describe their experience with Voyant and how it has helped enhance the quality of their advice.