Cover page - How to update the adviser name, company name, and address on the cover page of reports

The name of the adviser, company name and address that appears on the cover pages of your reports are taken from the profile of the user account you use when signing into the software.

To make changes to any of this information:

1. Visit the Voyant website for the country-specific version of Voyant you use. 

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  Canada - canada.planwithvoyant.com

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  Ireland - www.planwithvoyant.ie

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  United Kingdom - www.planwithvoyant.co.uk

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  United States - www.planwithvoyant.com

 

2. Sign in using your user name and password.

3. Click My Profile and update these fields in your profile.

4. Click Submit.

Paraplanners Note: If you use a paraplanner license of the software, an additional Display Name field will be included in your user profile. You may enter the name of the adviser for whom you are generating the report. The name of the adviser will then appear on the cover page in place of your own name.

5. A page will show your changes, and await confirmation. Click Submit again to confirm and save your updates.

If you currently have the software open, please be sure to save any unsaved changes, close and reopen the software.

- Voyant caches the information from your user profile only initially, when you first log into the software. Any changes you make to your user profile while Voyant is open will only be re-cached and will appear in reports only after you close and reopen the software. 

 

For Further Reading

Company logos and any special disclaimers in the footers of your firm's reports are, on the hand, controlled through rebranding.

For additional information on our optional rebranding service, read more >>