Voyant Adviser document library

Ireland

First Steps, Quick Start Guides and Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

 

Client Fact Finds (Questionnaires)

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

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

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.

 

 

United Kingdom

First Steps, Quick Start Guides and Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

 

Cash Flow Basics

An introduction to the basics of cash flow in Voyant.

 

Client Fact Finds (Questionnaires)

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.

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 only 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.

 

Rebranding 

Customised System Preferences (form) 

Customised Reports Sets (sample file)

 

Voyant for Elevate

Technical user guide for the Elevate platform release of Voyant Adviser. 

 

United States

First Steps, Quick Start Guides and Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

 

 

General Documentation

Installing Voyant Adviser

Installation Guide

Basic Operational Requirements

 

Market Assumptions

Adding your firm's market assumptions to the software.

Example - Investment averages

Example - Correlation Coefficient

 

Offline Mode

A guide to setting up Voyant for use offline and best practices to follow when using the software in offline mode.

 

Rebranding

Guide to Voyant Rebranding (White Labelling)

Customised System Preferences (sample file) - UK and Ireland

Customised System Preferences (sample file) - US and Canada

Customised Reports Sets (sample file)

 

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