FAQ - Net worth does not show non legal spouse assets


I cannot get the net worth to tally with the assets chart in Voyant?



In this instance the plan has an unmarried couple in it, rightly or wrongly, we exclude all of a "non-legal" partner's assets from the net worth chart.

The rationale is that since there is no legally binding relationship between the two, the net worth position would be only that of your client (the primary client) in the plan. The assets charts (by type and tax type) are still available, however, to show everything. 

If you were to go to the People screen, select the partner, and change their relationship status to Spouse/Legal partner, you would find the end of plan totals in the Net Worth and Assets by Type charts match.