Entering client information - About the data entry screens

Where is client information entered? 

Having detailed and up to date information will give the most realistic representation of your client’s outlook in Voyant.  Here is a list of the screens in Voyant and how they relate to where data is entered and stored in client cases. 

To start a new client case, open Voyant, 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. 


First Steps - The Plan Creation Wizard

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.



Most of the information about the people in your client cases (e.g. name, date of birth, marital status and planned retirement age) will be entered initially as you set up the plan through the Plan Creation Wizard.

The People screen may be used later, if you need to edit information about the people in the plan, add people or delete them from the plan.

Note: The primary client (the first person entered into the plan after whom the case file is named) cannot be deleted from the plan. 


Risk Profile (Conditional) 

The risk screen is displayed conditionally to users who have subscriptions or trail accounts with FinaMetrica's risk profiling service. Users of this service who also subscribe to Voyant may request to have our integration with FinaMetrica switched on within the software. 

It is on this screen that risk profile questionnaires can be answered or imported from FinaMetrica. The results of these profiles can also be viewed and managed on this screen.   

More information on how to activate the FinaMetrica integration can be found here >>



This is a visual timeline where dates of any significant events or planned life stages are noted.

For example, plans to work part time or any future celebrations such as anniversaries or weddings


Employment Income

Employed, self employed or company owner earnings.


Other Income

Details of other income from sources such as property or trusts.

There is no need to enter investment income under this section as this will be included when the investments are added under the investment section.



Details of any windfalls such as inheritances or gifts that the client may be expecting.



These are cash or cash like investments e.g. National Savings and Investments. The current value is required.  It is also useful to know the interest rates or likely returns for these plus any ongoing contributions or planned withdrawals.



Such as stocks & shares ISAs, bonds, unwrapped investments with current value. If income is taken from any of these investments, this needs to be noted along with any ongoing contributions or planned withdrawals.



Any type of pension with current value, details of ongoing contributions and likely way that income will be taken from these in the future, e.g. drawdown or annuity.

If the client is already retired, then you will need to enter details of any annuities or drawdowns that they have.

The State Pension is not automatically entered and you will need to enter an annual figure for this (at today’s value).


Property / Assets

Details of the property with current market value plus other significant assets that are likely to grow in value, for example, a vintage car but not the normal vehicle that the client uses.



Mortgages and any other debts that the client may have with details of the outstanding amount, repayment amount and date debt is due to be paid off plus what asset the debt relates to, if applicable.



Details of any protection policies are needed if you intend to model any ‘what if’ scenarios concerning illness or early death.



Standard tax rates and allowances are built into Voyant but here you can note whether the client has any pension lifetime allowance applicable, any IHT exemptions or nil rate band carry over, any carried over capital losses or Entrepreneur’s Relief claim.



Any expenditure linked to savings, investments, pensions, debts or protection will automatically be pulled through. Other expenditure should ideally be as detailed as possible but as a minimum should be split between basic (essential living costs such as household or travel expenses), leisure (e.g. holidays, meals out) and luxury. Ideally you need details on whether these expenses will continue throughout life or will stop, increase or reduce at a certain age, for example, holiday expenditure may increase in early retirement but reduce in later life.

In addition, you should record any planned one off expenditure and likely date.


Estate Plans

This is important if you are modelling a joint life case as this allows you state where assets will go on death. The assumption is that they will go to the surviving partner so if this is not the case details will need to be entered here.