Moving from Adviser to AdviserGo - New Features you'll have available

The AdviserGo calculations engine, concepts and charts are the same as Adviser and any clients you have created in Adviser you can access and edit in AdviserGo (and visa versa). AdviserGo looks and feels different and has additional functionality. 

The list below covers features currently in AdviserGo that are not available in Adviser. 

Home Screen

Goals and Insights only in AdviserGo


  • Improved Chart functionality e.g. Interactive charts (de-select any category from the chart)
  • Just the charts on screen in Let's See, so clearer to present
  • Zoom horizontally and not just vertically e.g. to a stage. Zoom to re-scale to the same scale when comparing two charts. 
  • Real Money - Year View (Detailed Info)
  • Taxes chart > Details > cumulative.  Great when comparing plans
  • Chart in Dashboard. so you can see the chart build as you add details.  This chart can be removed for presenting to clients. Dashboard - Option to hide or display the charts in the top section of the Dashboard

Other features

Wider Journey

  • Various Integrations
  • ClientGo - New - Voyant ClientGo
  • Can use on any device with internet access, touch screen available. There is no limited to the number of devices you can use AdviserGo on per license.
  • Client Privacy mode
  • Technology platform is web-based so nothing to install