Learn how to put adviser notes in your reports.
Transcript:
This guide explains how to add plan notes to your client's plan and include them in reports. Plan notes are useful for capturing reminders of conversations you’ve had with clients during plan reviews. You can create notes for the base plan, what-if plans, or individual detailed reports.
To start, open your client’s plan in Voyant. In the top right-hand corner, click Manage Plans. From there, select the base plan or any what-if plan where you want to add notes. Click Plan Details and enter your notes in the available field. These notes can capture important reminders about client conversations. Once you’ve entered your notes, click Save.
To include plan notes in reports, go to the Reports section and select Plan Notes. This will add your notes to the report set you generate for your client. When you generate the report, the plan notes will appear at the bottom.
For detailed reports, navigate to Detailed Reports and select the specific report you want to add notes to. Click Review, Configure, and Generate, then open the options menu via the three dots and select Configure. Enter your advisor notes for that report and click Save.
You can create separate notes for different what-if plans, such as a retire-early scenario or modeling a market dip with inflation. Base plan notes serve as general reminders, while what-if plan notes can be specific to the scenario being modeled.
When you open the generated report, base plan notes will appear at the bottom of the base plan report, and detailed report notes will appear at the bottom of each specific report. Notes can include scenario-specific reminders, such as planning for a home purchase or including recession-proof products to prevent a shortfall.
If you have any questions, you can reach out to support at support@planwithvoyant.com. Alternatively, click your client’s name in the top right corner of the software, select Request Support, enter your question, and share client access if needed.
This approach ensures that all client conversations and scenario-specific advice are documented and visible in reports, helping you maintain a clear record of your planning discussions.