1 - Register
To register for a free, no obligation 30-day trial of our software:
1. Visit our Voyant Canada website canada.planwithvoyant.com.
2. Click the "Free Trial" link top-right or in the center of the home page.
3. A form will be displayed, enter your personal details and a username and password of your choice.
4. Click Service Agreement to read the Terms of Service, then tick the box to accept the Service Agreement and click Submit.
5. The software will display your new profile. Be sure to click Submit again to confirm registration.
2 - Activate your account
Check your email for an account activation email, which should be sent automatically, immediately following registration. Click the link in this email and sign into our website using the details you created to activate your account.
Note - If you don't receive an activation email, try checking your Junk or Spam folder in the event that it was caught by mistake by a spam filter. You may also contact firstname.lastname@example.org for assistance activating your account.
3 - Open AdviserGo to start building your first client case
AdviserGo is a browser-based application, so there is nothing to install. It runs in your browser. To launch,
Simply click the "Go to Voyant AdviserGo" button on the Plan page which appears once you have logged in to your account.
Tip - After registering and activating your user account, you can also open AdviserGo directly, without first logging into our website, by visiting canada.planwithvoyant.com/advisergo
Next Step - You are now ready to begin entering your first client case. Read more >>
For Further Reading