Document library - Ireland

Installing Voyant Adviser

Installation Guide

Basic Operational Requirements

 

First Steps, Quick Start Guides and Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

AdviserGo and VoyantGo Quick Start Guide

Snapshot Quick Start Guide

 

Fact Find (Questionnaire) - Voyant's importable fact find

Importable Voyant fact find (Ireland). Comprehensive version. 

Importable Voyant fact find (Ireland) - Expense questionnaire. Shortened version, for collecting basic personal details and expenses only. 

Guide - Importing Fact Finds - How to import data into Voyant from an importable fact find

 

General Documentation

Account, Subscription Management

Initial Subscription Setup
Share client cases in your new Voyant subscription, invite colleagues to use available licences, and set user permissions

Subscription Management
Ongoing subscription administration. How to manage your Voyant subscription and user permissions.

 

Market Assumptions

Adding your firm's market assumptions to the software.

Example - Investment averages

Example - Correlation Coefficient

 

Offline Mode

A guide to setting up Voyant for use offline and best practices to follow when using the software in offline mode.

 

Rebranding

Guide to Voyant Rebranding (White Labelling)

Custom System Preferences (form)

Customised Reports Sets (sample file) 

 

Data Security and GDPR

Our GDPR statement together with a link to a related white paper on our security measures can be found on our website. Below are links to the two documents. 

GDPR Statement
Security Whitepaper