What is the difference between an adviser and an auxiliary (paraplanner) licence?

In terms of software functionality, the adviser and auxiliary (paraplanner) licences are identical, although if you use an auxiliary license of the software, an additional Display Name field is 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. Persons registered with the FCA as an adviser may not purchase or use a auxiliary licence.

In terms of cost, details on pricing can be found here:


A firm must have at least one adviser licence to be eligible to purchase an auxiliary licence. Only one Voyant auxiliary licence may be purchased per Voyant adviser licence within a subscription. For example, a firm has purchased 2 adviser licences. This firm has the option to purchase 1 or 2 auxiliary licences. The firm may not purchase a 3rd auxiliary licence before purchasing a 3rd adviser licence.

To qualify for an auxiliary license, the licensee may not be registered as an adviser with applicable regulatory authorities.

Licences can be configured so that both the adviser and auxiliary have full access to all clients already within the subscription, and new clients going forward, if that is what is required.