Installing Voyant Adviser
Basic Operational Requirements
First Steps, Tutorials
Voyant AdviserQuick Start Guide
AdviserGo and VoyantGoQuick Start Guide
SnapshotQuick Start Guide
Cash Flow Basics
An introduction to the basics of cash flow in Voyant.
Client Fact Finds (Questionnaires)
Comprehensive UK Fact Find - Our full print-only version of the UK fact find.
UK Expense Questionnaire - A shortened print-only version of our UK fact find for collecting basic personal details and expenses only.
An Important Note Regarding Importable Fact Finds - Due to GDPR compliance, Voyant can no longer support the importable, fillable PDF fact finds we once offered. Voyant can be responsible for the security of client data only after it is entered or imported into our software.
The mechanism for importing fact finds is, however, still available in the software. Firms who wish to fashion their own importable fact finds may do so. These documents must be fillable Adobe Acrobat PDF forms and the fields within them must be coded with Voyant data input values in order to be importable into the software.
If you would like to create your own fillable PDF fact find, please contact Voyant Support to request the original source documents. These documents contain the fields necessary to create a document that is importable into Voyant.
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
RSMR Group "Voyant Research Process Summary" - About the default market assumptions in the Voyant UK software. The UK release of Voyant Adviser and AdviserGo arrive packaged with a set of default market assumptions provided by Rayner Spencer Mills Research (RSMR).
Adding your firm's market assumptions to the software.
Example File - Investment averages
Example File - Correlation Coefficient
Example File - Model Portfolios
Offline Mode
Rebranding
Guide to Voyant Rebranding (White Labelling)
Custom System Preferences (form)
Customised Reports Sets (sample file)