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Your first client case - options for creating new client plans in Voyant

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Louise MacLean
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Consider your options

There are three options for creating client cases in Voyant.

Option 1. Enter your client's information

Enter your client’s information directly in AdviserGo.

AdviserGo is our browser-based planning tool which works on almost any computer with an internet connection and a modern web browser. AdviserGo is also designed to work with Snapshot, our optional client-facing dashboard that retrieves the latest valuations from Morningstar, linked integration partners and other data providers for an up-to-date comparison of where your client is today to where they were at plan start and where they are projected to be at any future point in the plan.

Read more >> about inputting a client case in AdviserGo.

 

Option 2. Import client information from an integration partner

If you have an account with one of our integration partners, client information can be imported from them, provided that your account is configured with a connection to the integration service. Further details and a complete list of our integration partners can be found here: Read more >> about integrations.

 

Option 3. Use VoyantGo with your client as a fact finding tool

VoyantGo is an optional subscription add-on service that allows advisers to share plans with their clients. It can also be used as a fact finding tool. Advisers have the option to invite a client to begin entering their own information through VoyantGo, which the adviser could then use a foundation to develop a full financial plan. Read more >> about using VoyantGo to fact find.

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