Please see our YouTube channels for each region here:
United States - https://www.youtube.com/channel/UCcgk1a6ptUKFZqGS0ru0grg
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.
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
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.
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.
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.