Videos

Please see our YouTube channels for each region here:

UK - https://www.youtube.com/channel/UC-uSB8iuy6aKu5eXFv_R4sA 

Ireland - https://www.youtube.com/channel/UCxDaHZk1MVO7pjOI0F4h2iQ 

United States - https://www.youtube.com/channel/UCcgk1a6ptUKFZqGS0ru0grg 

Canada - https://www.youtube.com/channel/UCzsmD5nS_PHdCI8ohb8Dspw 

Australia - https://www.youtube.com/channel/UC6MqAMj4g2dslHiKbM-sTUg/videos 

Global - https://www.youtube.com/channel/UCZDCK314ZhbcdBim5IXhZiA 

 

For the UK we also have a webinar page - this includes videos such as AdviserGo in 5minutes, Accumulation case study, Retirement case study, Planning for University and Using Voyant to discuss Market Turbulence: https://www.gotostage.com/channel/be66160f0ede4229bb9f1aacce0e233a

 

Getting Started - Entering Your First Plan (32 minutes)

How to get started entering your first plan into Voyant AdviserGo. 

 

Please note: Although it is the UK release of Voyant AdviserGo that is presented in this video, practically all of the features and concepts shown work in precisely the same manner in our US, Canadian, Australian and Irish versions of the software.

 

AdviserGo Highlights

 

 

 

Cash flow essentials

Overview of outputs and charts

 

Savings surplus income

 

The Timeline - how to add new Events

 

Checking a Plan - Some tools and tips

 

One Time Overpayment of a Debt

 

Entering a Final Salary Pension

 

Taking Tax Free Cash as a Lump Sum

 

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.

 

 

 

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.