The software’s Home screen, pictured below, will list your client cases. Later, as you build a store of client cases, this will be the screen to visit to access them.
My Clients - The My Clients tab will show all of the client cases that you’ve created to date and, in some cases, client files that colleagues have shared directly with you – i.e. client cases that you “co-own” with their creators.
All Clients - The All Clients tab will show not only your own client cases but may also, depending on the level of access granted to you by your firm, show cases created by your colleagues. Access to additional cases will depend on your account permissions. For example, some firms grant certain users, such as managers and customer service representatives, “all client access”, which allows them to access all the firm’s client cases.
Recent Clients - When you later revisit the software, a third tab, Recent Clients, will appear, showing up to twenty of the clients you’ve accessed most recently on your computer. Recent clients are tracked on a per user, per computer basis. If you switch computers or user accounts, you will see a different list of recently opened clients or perhaps none at all.
Sorting client records
As with lists throughout in the software, the column headings are clickable, allowing you to sort your list of clients by name (the default), date created, date last modified, or even by the names of the advisers connected to the cases. Click the column heading again to switch between ascending and descending order.
Access your client list anytime
As you work in AdviserGo, you can return to your client list, here in on the home screen, at any time by clicking the profile menu (the silhouette button top right) and selecting Home.
Toggle the client list on or off - hide or display the client list on the Home screen
Shared clients, color coded levels of access on the Home screen
Notice the color-coding key to the bottom right of the Home screen. These are the various levels of access you may have when accessing client cases. Access level is shown by a very subtle, thin color bar to the left of each client in client list. The color coding indicates your relationship to the client case and the level of access you are granted to it. You could have access to a client case for several reasons.
Adviser (green) - Most commonly, you can access the case because you created it. This is to say, you own the client case or perhaps someone has shared it with you granting you “full control” over the case, making you a co-owner of the case. This is Adviser access.
You might also be granted “full control” over a client case if it is shared with a team through which you are granted full control. The main distinction between someone who has full control over a client case versus having "Write" access, is that with full control, you could also share the case with colleagues, if necessary.
You could also have access to a client case because it has been shared with you either directly, by the case’s original owner, or through a team.
Write (purple) – Write access allows you to edit the client case but not share it with others. This is a level of access granted through sharing a client case either directly or through a team.
Read (orange) – Read access grants you read-only access. You can view but not edit the client case.
You might also have access to some client cases based on your role in our system.
Admin (gold) – Administrative access means your access to the case is granted to you through a special role. For example, if you were a subscription manager, you have a special role that grants you access to cases other than your own because you manage all of the user licenses and with them, all of the client cases within your firm’s subscription.
Read more about how to share client access with colleagues.
Start a new client case from the Home screen
Click the plus button (+) bottom right to begin work on a new client case.
Tip, Always look for the plus (+) button – Whenever you need to add anything to a plan, simply click the plus button (+) bottom right. This button is found on every screen in AdviserGo that involves plan building.
Importing client information from third-party integrations
If you are trialing AdviserGo for the first time, the software will go directly into the details of your client. But if your firm already has a Voyant subscription, you might be given an option to import client information from other systems (as shown below).
Voyant has integrations with numerous third-party data and service providers, including Intelligent Office, IRESS, Time4Advice (Curo), Morningstar (for investment valuations) and several others. Through these integrations, the software can pull client information and, in some cases, risk profiles, investment holdings and their latest valuations. Information from these external sources can be used to supplement or update client information you have already entered in AdviserGo or in some cases, could be used as a foundation upon which to build entirely new client plans in AdviserGo. Read more about integrations in AdviserGo.
Feel free to contact Voyant Support for further assistance. We will gladly switch on any of these integration services for our subscribers and trialists, provided they have made whatever arrangements are necessary with the integration partner as subscribers or trialists of their services.