Welcome to Voyant ClientGo!
Here is a step-by-step walkthrough of how to access the software.
Your advisor will send you an email from Voyant with a link letting you know that you have been invited to create an account with ClientGo. You will click the link in this email to create your username and password for this account.
This link will be where you go to log in the future.
Please note that the link will vary by region and firm, so be sure to follow the link you receive in this email.
Your email may look something like the below.
You will then be prompted to complete your sign-up and create your own username and password.
After the registration has been completed, you will receive an acceptance email. Once you activate your account using the link in that email. You will be able to log in to ClientGo.
Clicking this link will activate your account and redirect you to the login screen.
If you are filling out information for your advisor for the first time, you may first be prompted to fill out preliminary information.
For example, you may first be prompted to 'Tell us about your family', where you can enter your own personal details as well as those of your partner, children, grandchildren, etc..
Click 'Add Another Person' or the '+' for each new person and click 'Done' when all the people you wish to add to the plan have been entered. It is possible to edit this section and add or delete people later.
NOTE: ClientGo is configured to collect a YYYY only for the date of birth. You will see all dates of birth pull through into your view in AdviserGo as 01/01/ YYYY. You can edit this.
If you are returning or your advisor has already entered your basic information, you may be taken straight to the get started screen below.
If you have a goal you would like to communicate to your advisor, like going on a once-in-a-lifetime family holiday, select Get Started in the Goals tab.
There, you will see a menu of suggested Goals, e.g., "Trip of a lifetime" among many other options.
You should select a Goal. The name of the Goal can be edited in the Name field to allow you to customize it to meet your needs. You can edit the owners of the Goal and enter the amount you would like to spend.
Click Next.
An event is automatically created, and it can be dragged along the slider to the age you would like this event to take place. NOTE: The age is of the primary or first client entered.
Click Next. You can select the priority of the Goal by dragging the slider.
Click Done. You will see a visual summary of the Goal you have added.
Further Goals can be added, or you can select Done Adding Goals to move on to adding Finances and Expenses.
You will see the progress of your personalized journey through ClientGo.
You will be prompted to select Done, Add another, or delete.
A summary of the items entered in each section is displayed. When you are happy with what you have entered, select Done Adding Finances.
The section still to be completed remains at the top of the page.
ClientGo saves automatically each time you enter a Goal, Finance, or Expense item. Once you have completed this journey, ClientGo prompts you to notify your advisor.
To log out, select the head and shoulders icon in the top right of the page and select Logout.