Checklist – Things to check following the import of a client record from one of our integration partners

What can be imported?

Firstly, we should clarify that importing from an integration partner does not entirely replace data entry in Voyant AdviserGo. However, most of the key items needed to create a client case in Voyant can be imported. The data imported varies with the third-party sending the data, however, the data usually includes:

  • Your clients' personal information and planned retirement ages,
  • Information about children and other family members,
  • Employment and other income sources,
  • Savings,
  • Investments,
  • Money purchases,
  • Existing drawdown pensions,
  • Annuities
  • Properties and other assets,
  • Debts,
  • Protection policies,
  • Expenses.

Other items that for accurate modelling require more complex information than can be gathered from the third-party data must still be entered into Voyant manually. Items that are not importable vary with the third-party sender, but generally include: 

  • Anticipated future windfalls,
  • Active final salary (defined benefit) pension schemes,
  • Legacy expenses, which are used to model gifts to charities, family members, etc., usually for inheritance planning.
  • Estate plans.

Addressing Errors Following Import

After importing you may receive one or more error messages. Don’t be alarmed. This message does not indicate a problem with the data imported. Rather, some of the items imported need additional information in order to be effectively modelled in Voyant.  

Click on the red error message which will take you directly to the item in the plan that needs attention. Be sure to read the messages as they usually provide a good description of what needs to be addressed.

Once the additional information has been added and the item saved, the error message will disappear.


Checklist – Things to check following the import of a client fact find

Below is a quick list of things to check after you’ve imported a client case. 

1. After importing, check any error messages. These messages are links, which you can click to jump directly to the item in question and correct the problem. Be sure to read the error message. The descriptions in these messages are usually helpful .

2. Check the timing and ownership of expenses and confirm they are timed correctly and owned by the correct owner(s).

3. Double-check your client’s expenses for possible double-accounting. If your client is itemizing expenses, verify that they do not include taxes, premiums on protection policies, and debt payments. These expenses are created automatically by the software.

For example, if they included a debt such as a mortgage in their fact find, the software will automatically create for this debt a “debt payment” expense, which can be seen in Year View > Expenses. Future premium payments are also scheduled automatically when you manually enter protection policies into Voyant. Taxes are calculated and charged annually by the software.

4. Check planned future contributions to savings, investments and pensions and set the timing of these contributions, if necessary. Also set any employer contributions to defined contribution pension schemes, if applicable.

5. If the plan includes properties that have related debts, such as mortgages, and incomes, such as rental income, link these debts and incomes to the related property.

6. Use Voyant AdviserGo to enter items that are not importable.


Related topics

Integrations with third-party systems