Adding a client
To start work on a new client case (one that you will be entering manually), open AdviserGo and click the plus '+' button in the bottom right corner.
You will see the option to create client or import client (see below).
Click on create client.
The software will prompt you to enter the most fundamental details about your client.
You will be prompted initially to enter information for only one person. This person will be the plan’s primary client. And this is all Voyant will need to create a new client file. Add the details and click on Save.
Additional people, such as your client’s spouse or partner, children and other family members can be entered in a moment by clicking the + (plus) button, select People, and then enter their details for each person that is to be included in the plan.
