Consider your options
There are four options for creating client cases in Voyant.
Option 1. Enter your client's information
Which product you choose to use will likely depend on where you intended to use the software and the level of detail you intend to delve into in your client’s plan. AdviserGo is a great choice for simplicity and flexibility whereas Voyant Adviser is designed to be your comprehensive planning tool, ideal for in-depth planning and research, creating printable reports, and it can be used even when working offline
- Voyant Adviser is our most comprehensive planning tool. It is ideal for entering, configuring and viewing more complex planning information including: pension drawdown strategies, scheduling future transfers between accounts, setting future steps (increases or decreases) in incomes, expenditures or contributions; ring-fencing funds or scheduling future withdrawals, and IHT planning. It is also the tool for creating printable reports.
Voyant Adviser is a Java-based software and it does require installation of both the software and Java. It does not run on iOS (iPads and iPhones), Android and Chrome OS devices. Those operating systems do not support Java, which is required to run Voyant Adviser. However, Voyant Adviser does run on Windows and Mac OS computers and importantly, it can be used both online and off, provided the software is configured for offline access. Read more >>
Option 2. Import client information from an integration partner
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.