Open or create a new client record

To access client cases or start a new one, open Voyant and sign in.

A shortcut to Voyant should be located on your desktop. It too may be rebranded with your firm’s logo, if your firm subscribes to our rebranding service. If you are using a Windows computer, an additional link to Voyant Adviser is available in the Start menu > All Programs > Voyant Adviser.

     

 

 

Click past the initial screens which may show the latest release notes and dates for upcoming webinars. 

The Open Client Record dialogue will then display.

If you are already working in the software and want to begin a new client case, click the Open button (the opposing arrows) top-left. 

 

The Open Client Record dialogue is where you can open existing client files by or create new ones by clicking the New Client button. 

 

You may also use this dialogue to Import fact finding information about clients from our importable fact find or from the system of one of our integration partners. These partners currently include Intelliflo, Curo, Plum and 7IM.

Note: These partner integrations are plug-ins that must first be activated for your user account before they will become available in the software. If you subscribe to any of these services, contact Voyant Support to have their integration switched on for your subscription. Further details and a complete list of our integration partners can be found here. Read more >>

 

The Open Record dialogue is arranged into three tabs:

- My Clients shows all of the client records owned by your user account. Client cases that you create will be listed on this tab together with any client files that colleagues share directly with you. Importantly, this tab presents a view of client cases stored on your computer – files that would be available if using the software offline.

- All Clients shows all of the client records that you are permitted to access on the Voyant servers. These may be a mix of your own cases together with files created and owned by colleagues. For more information on permissions and sharing client cases, view our subscription management guide.

- Recent lists the client records you’ve recently accessed.

 

First Steps - The Plan Creation Wizard

To create a new client record, click the New Client button.

The Plan Creation Wizard will display to guide you through a quick five step questionnaire, setting the plan's start date and gathering the basics about your client and possibly your their spouse or partner, children, other dependants and any other individuals that might be considered in the plan. Their current retirement status will also be recorded.

 

Select a Start Date

First consider the Start Date of the plan. You will probably be entering account balances, incomes and expenses as they are today.

Plan Start Date: Select Today, unless you want to back or forward date the beginning of your plan.

Note: The planning year is defaulted to begin on today's date, with each subsequent year beginning on the anniversary of that date; the assumption being that you will normally have recent details on your client’s account balances, earnings, and so forth.

Start dates and planning years - Plans are fashioned around a "planning year", which can be set to begin with the current day, with the planning year beginning and ending with the anniversary of the date the plan was created. Plans can also be set to follow calendar years, tax years, or even your client's birth date could be used to start planning years based on age. Be sure to configure the year in a way that is most meaningful to you and your client.

Any expenses, income amounts, and accounts balances that you enter should be relevant to the selected start date.

Any expenses, income amounts, and accounts balances that you enter should be relevant to the selected start date.

Click Next to continue.

 

Who are you planning for? 

Enter your cleint's basic details and if they are married or in a partnership, consider entering information about their spouse or partner, children, and other dependants. The name of the first person you enter in the plan will appear later as the name of the client case file. This is the plan's primary client. 

Enter your client's basic details.

First Client and Case Names The name of the first person you enter in this case (which will probably be you) will appear later as the name of the client case file.

If you are married or in a partnership, consider also entering basic information about your spouse or partner, children, and other dependants.

Marital Status – The marital status you select will not only determine whether you will be prompted to enter your spouse or partner’s information. A status of Married should be selected if you are in a marriage or a legal partnership that would be eligible for the spousal IHT exemption. A “non-legal partner” is, for lack of a better term, used to create plans for couples that are ineligible for this exemption.

As you enter these details, click Update & Next to continue to the next step in the wizard. 

 

Populating the People Panel

As you make these entries, notice how they are being used to populate the People panel on the right side of the screen. You will later use this panel to identify the ownership of items within the plan.

 

 

The panel that follows allows children and other dependants to be entered into the plan. 

 

Your client's planned retirement

Complete the wizard by indicating whether your client (and your client's spouse or partner) are currently retired or not and if not, at what age they plan to retire. This retirement can be edited later, if necessary, by repositioning the Retirement event(s) on the planning timeline (on the Time screen). 

Click Finish.

You've now completed all of the information that is needed to create a very basic client case and to construct your initial planning timeline.

 

Related topics

Integrations with third-party systems, data providers