This video walks through how ClientGo can be used as an initial fact-finding tool, from start to finish, showing both the advisor and client perspectives. Great resource for understanding the full journey and how it streamlines data gathering at the start of the planning process.
Transcript:
In today’s training, I’m going to walk you through how to use our consumer product, ClientGo, as an initial fact-finding tool for new clients.
From your client list, navigate to the Invitations page in the top left of your screen. Here, you can see how many ClientGo and Vault licenses you have available. This lets you know how many invitations you can send out.
From this page, you can invite a new client—someone you haven’t yet entered into Voyant. This is ideal for brand-new clients where you haven’t collected any information yet.
Click the plus button in the bottom right corner. Enter the client’s name and email address. Then, choose the product access you want to give them—either ClientGo, Vault, or both. In this example, I’ll just send ClientGo access.
The invitation goes directly to the client’s email.
Client’s Experience
Once invited, the client will receive an email with a link. They click the link, set up their username and password, and sign up.
After logging in, Voyant will guide them through a fact-finding process so they can enter their initial information.
For example, they can:
Add people (Jamie, date of birth; Bob, one year older; their child Franklin, born in 2016).
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Add goals such as:
Retire comfortably with annual spending of $80,000 between ages 65–90 (high priority).
Trip of a lifetime costing $25,000 during retirement (slightly lower priority).
Finances
Next, they enter their finances:
Employment Income (Jamie’s income, then Bob’s income).
Investments (e.g., a joint investment account with $150,000 and $5,000 annual contributions).
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Retirement Plans:
Jamie’s Roth IRA – $35,000 balance, $6,000 annual contributions.
Jamie’s 401(k) – add balance.
Bob’s Roth 401(k) – $450,000 balance, 100% Roth, contributing 10% of salary with a 5% employer match.
Expenses
They can also enter expenses:
Home mortgage: $2,200/month
Property taxes: $3,500/year
Homeowners insurance: $2,000/year
Groceries: $1,500/month
They can be as detailed or as high-level as they want.
Once all relevant categories are completed, the client gets a cash flow projection and can follow up with you for further planning.
Advisor’s View
You’ll receive a notification when the client has completed their plan.
When you log in, you’ll see their plan in your client queue. For example, “Jamie and Bob Phelps” now appear in my list. I can open their plan in Voyant and see it from my view.
The plan includes:
Goals
Ages and people in the plan
Investment accounts
Retirement plans
Expense breakdowns (overall totals and detailed categories)
At this point, you can:
Lock the plan to prevent client edits while you’re working.
Add missing details.
Run Insights to see potential shortfalls.
Create What-If plans to give tailored advice for improving retirement readiness.
I hope this was helpful. If you have questions about using this tool, please reach out at support@planwithvoyant.com. We’d be happy to walk you through it one-on-one.
You can also click your client’s name in the top right corner, request support, enter your question in the text box, and share client access with our team.