Training Videos

All of our most up-to-date training videos can be found on our YouTube Channels.

Australia

Canada

Ireland

United Kingdom

United States

Global

 

First steps - Quick start guides and tutorials

Quick Start Guide (all regions)

AdviserGo Quick Start Guide (PDF)

Tutorials, guided case studies (by country): 

Australia (PDF)

Canada (PDF)

Ireland (PDF)

United Kingdom (PDF)

United States  (PDF)

Learning and Development Guide (PDF) - UK

 

Rebranding (White Labeling) AdviserGo

Guide to Rebranding AdviserGo (White Labeling) (PDF)

 

Rebranding - Default Plan Settings (Preferences)

Note - Forms and sample files (below) are in Excel or Comma Separated Value (.csv) formats that will not open directly in most browsers. To download these documents, right-click on the link and select the "Save link as" option.

Ireland form (Excel file .xlsx)

United Kingdom form (Excel file .xlsx)

United States and Canada form (Excel file .xlsx)

 

Rebranding - Default Market Assumptions and Model Portfolios

Market Assumptions Questionnaire (PDF) - Please complete and submit this questionnaire to Voyant Support whenever you add new market assumptions or update existing ones in your rebrand of AdviserGo.

Sample Market Assumption Files: 

1. Investment Averages - Example of one of the two required files for custom market assumptions (Excel, Comma-Separated Format File .csv)

2. Correlation Coefficient - Example of one of the two required files for custom market assumptions (Excel, Comma-Separated Format File .csv)

3. Model Portfolios - Example of an optional file defining model portfolios (asset allocations), which can be added to the software and mapped to a portfolio selection slider (Excel, Comma-Separated Format File .csv)