Q - Voyant works for my clients. I would also like for it to work for me, but how do I keep my personal financial plan private?
A - Many advisers use Voyant for there own personal financial plans. What happens if your firm grants advisers general access to client records, or perhaps you share all of your records with your paraplanner/assistant.
Unfortunately, there is not the functionality to put a password on the client/own records within Adviser Go. We would suggest that planners anonymise the plan name for new plans they would like to keep private. To clarify, anonymise plan - just means creating a different name so no one can identify the client.
The article below will assist you with creating an anoymised client - How to create an anoymised copy of a client case