You should receive an e-mail, like the one below, from your adviser inviting you to begin your own financial plan in VoyantGo.
This e-mail contains a link to accept the invitation, which you will need to click to get started. If there are any problems clicking the link, try copying and pasting the full address, which follows, into the address line of your web browser.
Missing Invitation: If you did not receive the invitation, best first to check your Spam, Junk or Clutter folder, in the event that the e-mail was intercepted by a spam filter. If the invitation still cannot be found, ask your adviser to resend it. Read more >>
After having clicked the link to “Accept the Invitation”, you will then be asked to select a user name, a password that meets our basic password requirements, and to enter some basic profile information for your adviser's records.
You will need to accept our terms of service (by ticking the check box) and click Create Account.
To begin using the software immediately, click “Start Using Voyant”.
To view their plan anytime later, visit our website and log in, using the user name and password you chose when registering.
If you have forgotten you ruser name and/or password, visit our website and click log in (top-right). Standard reminder/reset options are available on our website’s login page.
And voila! A start page should display in your browser.
What you see next - where you begin entering your information - will depend on whether your adviser has Snapshot enabled.
If your adviser uses VoyantGo standalone, without Snapshot (an add-on feature that allows users to enter holdings, connect with their accounts and get current valuations), the software will prompt you to enter your first name, last name, date of birth and gender. This is the most fundamental information needed to create a new financial plan.
Additional people, such as your spouse or partner, children and other family members can be entered in a moment by clicking the + (plus) button, select People, and then enter their details for each person that is to be included in the plan.
You can then click the plus (+) button, bottom-right, to start entering a variety of information about themselves into the plan.
If your adviser uses Snapshot, an add-on feature that allows users to enter holdings, connect with their accounts and get current valuations, the Snapshot landing page will be shown (as shown below).
To start building your plan, click the plus button (+) bottom-right.
Click People.
And enter your most fundamental details: name, date of birth and gender.
Note: You will be prompted to enter information for only one person. This person will be the plan’s primary client. And this is all VoyantGo will need to create a new client file.
Additional people, such as your spouse or partner, children and other family members can be entered in a moment by clicking the + (plus) button, bottom-right, select People, and then enter their details for each person that is to be included in the plan or click the plus button (+) top-right, next to the People icon.
Click the plus button (+) again to add further items to the plan.
When you have finished entering the basic details about yourself, your family, your assets and liabilities, click Create a Plan to view the plan in VoyantGo.
