When a change is made to a plan through AdviserGo, can that change then be viewed by the adviser in Voyant Adviser or AdviserGo?
Yes. When working on a client case, you and your client are accessing and editing a single record on our servers. This record can be viewed in Voyant Adviser or AdviserGo, if you are an adviser, or VoyantGo if you are a client,
You can view and edit any updates made by your client and your client can view the changes you make, provided you've made the plan/scenario visible to your client.