What is ClientGo?
ClientGo is our new goal centric, client facing platform which can be used for onboarding new clients into the Voyant software and as a review tool for existing clients. Your clients can enter their current income, savings, expenditure as well as their future goals and lifestyle objectives. This will feed seamlessly through to AdviserGo, so you can use this information to review their goals and objectives, run insights to further explore these goals and create What if scenarios to visualise the plan to achieve them.
Benefits of ClientGo
Access to creating plans with a clear differentiation in experience for the client between ClientGo and the Financial Planner's AdviserGo view and outputs. Use ClientGo for new clients and at review.
Why does it ask me to 'Lock the Plan'?
Once your client has created their plan in ClientGo you can then work on it in AdviserGo. To stop their being any conflicting changes you are prompted to lock the plan so the client can not longer edit at their end.
How do I find my client's plan once they've finished entering their details into ClientGo?
In the Home screen of AdviserGo your client will not be shown in your 'Recent Clients' list. You will need to search for their name and click on 'My Clients' or 'All Clients' to find the plan.
Can I re-allocate the license to someone else after they are finished?
Yes, see this guide for how: Deactivate a client’s consumer user account (deactivate and reassign a consumer license)
Do I have 2 tester ClientGo licenses?
Yes, you have 2 ClientGo licenses to try out ClientGo. If you are testing it yourself, create a dummy plan to invite yourself to.
What if I used my test licenses for VoyantGo?
If you have only used the 2 test consumer licences some time ago for VoyantGo and you are no longer using them, here is a reminder on how to revoke these enabling you to free up the licences that you can now use in ClientGo.> Deactivate a client's VoyantGo account
What is different?
Your 2 consumer test licenses that were used for VoyantGo have been automatically switched over to ClientGo. Any questions please contact firstname.lastname@example.org.
What is the difference between ClientGo and VoyantGo?
If the client logs in through planwithvoyant.co.uk/advisergo this will still go to VoyantGo. Go through the website planwithvoyant.co.uk to be directed to ClientGo.