Introductory Learning Track
This learning track is a selection of topics for new users of Voyant AdviserGo, split by category. You can start at the top and work your way down the list or alternatively use these topics to fill gaps in your knowledge.
|Tip: Hold down the Control (Ctrl) button on your Windows keyboard, or Command (cmd) button on a Mac, and click on a link below to open the article in a new tab, allowing you to keep the learning track open at the same time.|
Watch an overview of AdviserGo, then learn how to launch AdviserGo from our website or from within Voyant Adviser.
- Getting started with AdviserGo - Introductory webinar (video)
- How do I log in to AdviserGo? Logging into AdviserGo
Concepts, Assumptions and Settings
Take time to learn about the software's concepts and assumptions so that you can better understand the projections shown in the charts. Then learn how you can customise these settings, if required.
- View and manage Plan Settings
- Master list of Plan Settings
- What do the black and blue need lines in the cash flow chart represent?
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them?
- Is surplus income spent or saved?
Building a plan
I have a new client case, how do I start to create a client plan in AdviserGo? You can input data into AdviserGo manually, import data from one of our integration partners or you can invite your client to begin building their own plan using VoyantGo (click here to find out more about VoyantGo).
- How to create a new client plan:
- How to add data to a client plan:
- How to add items: How to add items to a client plan
- How do I add a spouse, partner or child? How to add a spouse, partner or child
- What are Events and how do I create them? Events *Adviser Go*
- What are Goals and how do I add them? Goals *Adviser Go*
- How to add income to a plan
- How do I add a one-off inflow such as an inheritance to a plan?
- How to add a Step
- How do I correct mistakes I’ve made? Amending data input in Adviser Go
If you want to work on a client plan which has already been set up either by yourself, a colleague or a client, the following article explains how to locate existing client plans in AdviserGo:
What if plans
Once you have created the base plan (the client's current financial position), consider adding one or more what if plans to show the client the potential outcome of your planning/advice:
- How to add a what if plan in AdviserGo
- How to rename what if plans in AdviserGo
- How to delete what if plans in AdviserGo
Learn more about what Insights are and how they work. See a guide on each insight below:
- Annual Savings Insight *AdviserGo*
- Investment Return Insight *AdviserGo*
- Retirement Spending Insight *AdviserGo*
- Lump Sum Savings Insight *AdviserGo*
- Life Needs Insight *AdviserGo*
- Performance Insight *AdviserGo*
- Loss Capacity Insight *AdviserGo*
- Market Crash Insight *AdviserGo*
- Potential IHT Insight *AdviserGo*
Presentation in AdviserGo
Now you have created the client plan, learn more about how to view the results and how to present them to clients.
- View the results in the Let's See screen
- Present to your client:
AdviserGo is a powerful tool when used live in front of your client, however, you can also use it to produce written reports.
- How do I produce a report? How to generate a report
- Can I produce a report from AdviserGo in Word format? Converting PDF documents to Word
- What is the Financial Summary Report? Financial Summary Report
Next steps / Looking for more
To continue your learning track, we have a dedicated AdviserGo section on our knowledge base with a range of help topics to peruse. This can be accessed from the Support menu on our website or by clicking here.
Some common topics you may find useful are:
- How do I set up a contribution into Savings or Investments from their employment income?
- How to set up regular savings into a Money Purchase Pension
- How do I transfer funds between accounts? For example, save a lump sum inflow or transfer funds from an unwrapped investment account into an ISA.
- How do I downsize a house?
- How do I crystallise a pension?
- How to schedule Planned Withdrawals
- How to update the start date of a plan
If you prefer videos, we ran a series of AdviserGo webinars during lockdown and recorded versions can be watched here. In addition to webinars covering fundamentals such as creating plans, creating what ifs and using insights, others covered topics including tax efficient decumulation strategies, school fees planning, and market turbulence.
You may also find our Quick Start Guide useful as a summary of the main features and functionality of AdviserGo.