Transcript:
In today’s video, we’re going to walk through how to add a person into the Voyant software.
Once you log in to AdviserGo, you’re going to see your client list. Today, we’re going to add a client from scratch.
To do this, go down to the plus button in the bottom right-hand corner. You’ll see two options:
- Create Client Manually
- Import a Client
Today, we’re going to create a client manually.
Click Create Client and enter the client’s name.
Next, enter their date of birth so the software knows how old they are.
You’ll also want to choose when the plan starts. Keep in mind that Voyant works in full planning years, so the year you choose as the start year is when the planning timeline will begin.
For example, let’s say I want my plan to start in 2026.
Next, select the client’s state of residence so the software knows how to apply any relevant state taxes.
You’ll also want to indicate whether or not Judy is retired and enter an estimated retirement age. This can always be changed later if needed.
Once we’ve created Judy in the plan, you’ll notice several different screen options across the top. We’ll begin in the Dashboard, which is where you can start entering data into the plan using the plus button in the bottom right-hand corner.
Clicking this button allows you to add information to the plan. In this video, I’m just going to show you how to enter additional people into the plan.
I’m going to add the rest of Judy’s family. First, I’ll enter her husband, Phillip, and add his date of birth.
Then, I’m going to use the drop-down option Save and Add Another to enter their son.
Finally, click Done to save.
We can now see everyone listed in the People section by clicking on it.
At this point, all of the people in the plan have been added:
- Judy
- Phillip
- James
Thank you for listening.