AdviserGo FAQs

What is AdviserGo?

AdviserGo is our comprehensive software for financial professionals. AdviserGo is a browser-based solution for building adviser-driven plans. There is nothing to install. Simply open your browser, sign in, and collaborate with your clients on a range of devices from tablets and smart phones to PCs.

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What is the cost of Voyant AdviserGo?

There is no added cost, as long as you have a paid subscription to Voyant Adviser with either an adviser or paraplanner license.

Details on pricing for Voyant Adviser licenses, which come packaged together with AdviserGo, can be found here, by country.

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  Canada

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  Ireland

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  United Kingdom

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  United States

 

Not a subscriber? Register for a free trial of Voyant Adviser and AdviserGo.  

Voyant Adviser and AdviserGo are packaged together, so if you register to trial our software you are automatically granted access to both products. If later you decide to subscribe, there is no added cost for either product. We offer a single subscription price for both products. To register for a free, no obligation 30-day trial of our software read more >>

 

Will AdviserGo work on my iPad?

Absolutely! Voyant AdviserGo was designed for modern devices and browsers. This includes your iPad, Android tablet, and modern browsers such as Chrome and IE 11 and above. The design is responsive, so it will work on many smartphones including the iPhone and Android devices.

 

UK and Ireland - Can plans created in AdviserGo be accessed in Voyant Adviser and vice versa? 

Yes. Plans created in Adviser or AdviserGo can be accessed and edited from either software. AdviserGo can be used in place of or in compliment with Voyant Adviser.

Voyant AdviserGo is integrated with Voyant Adviser. Your Voyant Adviser username and password will get you access.  Plan changes made in one solution will show in the other.  A plan created in Voyant AdviserGo can be edited in Voyant Adviser and vice versa.    All of your existing client plans will be accessible in the new system.  The calculations, tax rules, and business logic are identical. Whilst some more advanced Voyant Adviser features are not available in Voyant AdviserGo, anything modelled in Adviser using those advanced features is not lost in AdviserGo but just hidden. Calculations and simulations will produce identical results in both tools.  Users can move seamlessly between both applications even when working on the same plan.