If you are moving from our legacy software Adviser over to AdviserGo below are some guides you may find helpful. 

To explore some of the new features you will have available see this guide: Moving from Adviser to AdviserGo - New Features you'll have available

How to log in to AdviserGo [1min]

The Open Client Record Screen [1min 30s]

A high level overview of how to navigate AdviserGo [8mins]

Entering Goals and the difference between Goals and Expenses as well as the Goal Priority Insight [14mins]

Introduction to the Learning Materials available for AdviserGo [3mins]

 

For a full introduction to AdviserGo please see these longer, more comprehensive videos and learning track:

Introductory Learning Track for AdviserGo - UK

Overview of Voyant AdviserGo [35mins]

How to build a plan in AdviserGo [40mins]

Presenting functionality in AdviserGo [27mins]

Saving Money and comparing the differences between the charts [25min]

 

Any questions about a specific plan:

Contact Voyant Support - How to request support from AdviserGo and share your client case with the Voyant Support team

For general questions please email: support@planwithvoyant.com