AdviserGo
Our comprehensive software for financial professionals. AdviserGo is a browser-based solution for building adviser-driven plans. There is nothing to install. Simply open your browser, sign in, and collaborate with your clients on a range of devices from tablets and smart phones to PCs.
Getting started with AdviserGo
- Switching on Inline help in AdviserGo
- Introductory Learning Track for AdviserGo
- Register - Start your no obligation 30-day trial of AdviserGo and Voyant Adviser
- System Requirements - What will I need to use AdviserGo? **all regions**
- Logging into AdviserGo **all regions**
- Find and open existing client cases in AdviserGo
FAQs
Plan Settings - Setting the default assumptions in your client cases
- CPP / QPP COLA - Plan Settings, Default Inflation / Growth Rates **AdviserGo, Canada**
- View and manage the default assumptions for a client plan in the Plan Settings **AdviserGo, all regions**
- Plan Settings – Setting the Savings Order **AdviserGo, all regions**
- Plan Settings – Setting the Liquidation Order **AdviserGo, all regions**
- About Plan Settings - A master list of the software's default assumptions and settings **AdviserGo, all regions**
Building a plan
- How to add a Step **AdviserGo, all regions**
- How to update the start date of a plan **AdviserGo, all regions**
- How to add items to a client plan **AdviserGo, all regions**
- Begin entering a new client plan in AdviserGo
- How to add a spouse, partner or child to a client record **AdviserGo, all regions**
Estate Planning and Legacy Overviews (UK)
Reports and Notes
- Required software for viewing reports **AdviserGo, all regions**
- How to generate a report **AdviserGo, all regions**
- Converting PDF documents to word **AdviserGo, all regions**
- Presenting the Let's See screen **AdviserGo, all regions**
- Presenting the Timeline and Goals screen - AdviserGo
- Financial Summary Report in **AdviserGo, all regions**
What if plans
Insights
- Historic Insight **AdviserGo, Ireland and United Kingdom**
- Historic Insight **AdviserGo, Canada and United States**
- Potential IHT Insight **AdviserGo, UK**
- Loss Capacity Insight **AdviserGo, all regions**
- Market Crash Insight **AdviserGo, all regions**
- Life Needs Insight *AdviserGo*
Cash Flow Fundamentals
- How to assume all surplus income is saved after retirement **AdviserGo, all regions**
- Cash flow chart – What do the black and blue need lines represent? **AdviserGo, all regions**
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? **AdviserGo, all regions***
- Is surplus income spent or saved? *AdviserGo*
Planned Withdrawals - schedule future withdrawals from accounts
- Planned Withdrawals (Bonds, Life Funds) - Schedule planned future withdrawals from a bond *AdviserGo UK*
- Withdrawal Limits / Planned Withdrawals - What is the difference between a withdrawal limit and a planned withdrawal? **AdviserGo, All Regions**
- How to schedule Planned Withdrawals **Adviser Go, all regions**
Transfers
Timeline - Events, goals and the planning timeline
Employment and Other Income
Savings and Investments
Pensions - Money purchase pensions
- Pension spike age 75 / Lifetime Allowance tax charge. **AdviserGo, UK**
- Step-by-Step - How to enter a money purchase pension **AdviserGo, UK**
- Retirement Planning Options,- Default Settings **AdviserGo, UK**
- Retirement Planning - Use money purchase benefits to buy annuity **AdviserGo, UK**
- Retirement Planning - Schedule regular tax-free withdrawals, with or without deferral of taxable income **AdviserGo, UK**
- Retirement Planning: Schedule regular withdrawals as combination of taxable income and tax-free cash (UFPLS) **AdviserGo, UK**
Pensions - Final Salary
Properties / Non-Liquid Assets
Debts
Expenses
Sharing Client Records with Colleagues and Managing Permissions
AdviserGo - Ireland
AdviserGo - United Kingdom
AdviserGo videos and documents
Home - View and invite clients
Let's See - View the results
- Annual Chart Details - Toggle between the main chart and the annual chart details with the click of a button
- Switch between single, dual chart, and compare plan views of the charts **AdviserGo, all regions**
- Yearly Chart Details - View complete details for each year of the plan, see the numbers behind the charts in AdviserGo
- Detailed Chart Views - Toggle Detailed Charts and the Yearly Chart Details On or Off with a Single Click **AdviserGo, All Regions**
Managing Cash Flow
Managing client access to plans through VoyantGo
- How can I change which plans a client can view in VoyantGo?
- Inviting clients to access or build their plan in VoyantGo
- Option A - Invite your clients to access a financial plan that you have created for them
- Option A - Next steps, what your client will need to do to access their plan
- Option B - Invite your client to begin work on their own plan (use VoyantGo for initial fact finding)
- Option B - Next steps, what your client will need to do begin work on their plan in VoyantGo
Troubleshooting issues with AdviserGo
- Getting started with AdviserGo
- FAQs
- Plan Settings - Setting the default assumptions in your client cases
- Building a plan
- Estate Planning and Legacy Overviews (UK)
- Reports and Notes
- What if plans
- Insights
- Cash Flow Fundamentals
- Planned Withdrawals - schedule future withdrawals from accounts
- Transfers
- Timeline - Events, goals and the planning timeline
- Employment and Other Income
- Savings and Investments
- Pensions - Money purchase pensions
- Pensions - Final Salary
- Properties / Non-Liquid Assets
- Debts
- Expenses
- Sharing Client Records with Colleagues and Managing Permissions
- AdviserGo - Ireland
- AdviserGo - United Kingdom
- AdviserGo videos and documents
- Home - View and invite clients
- Let's See - View the results
- Managing Cash Flow
- Managing client access to plans through VoyantGo
- Troubleshooting issues with AdviserGo