AdviserGo

Getting started with AdviserGo

• Your first client case - options for creating new client plans in Voyant **Australia, Canada, US, Global**
• Save + Add Another
• Privacy Mode for Client List
• Voyant is Ending Support for Internet Explorer January 1, 2021
• Switching on Inline help in AdviserGo
• Introductory Learning Track for AdviserGo

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FAQs

• Generating reports on behalf of others: Adviser Go All Regions
• Converting an AdviserGo Report PDF into a Microsoft Word Document (AdviserGO All Regions)
• AdvisorGo: Timing Vs. Steps
• How to Set Windfalls to Pay Down Debts
• AdviserGo FAQs
• What is AdviserGo?

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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

• Deferred Compensation Plans: Adviser Go US
• Entering Social Security: Advisor Go US Software
• Entering a 529 Education Savings Account: AdvisorGo US Software
• Entering a 401k plan: AdvisorGo US Version
• How to add a Step **AdviserGo, all regions**
• How to update the start date of a plan **AdviserGo, all regions**

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Estate Planning and Legacy Overviews (UK)

• IHT planning features in Adviser Go
• How to enter Nil Rate Band carry forward for a widowed client **AdviserGo, UK**

Reports and Notes

• How to use the Data Extract Report in AdviserGo
• 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

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What if plans

• How to add a what if plan **AdviserGo, all regions**
• How to rename what if plans **AdviserGo**
• How to delete what-if plans in **AdviserGo**

Insights

• Goal Priority Analysis
• 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**

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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

• Transfers - Schedule one-off or ongoing transfers between accounts or from surplus income into an account *AdviserGo, all regions*

Timeline - Events, goals and the planning timeline

• How to prioritize goals and expenses
• Editing items in Adviser Go
• About Goals **Adviser Go, all regions**
• About Events **AdviserGo, all regions**

Employment and Other Income

• How do I add a one-off inflow such as an inheritance to a plan? **AdviserGo, all regions**
• How to add income to a client plan **AdviserGo, all regions**

Savings and Investments

• Growing an Investment or Pension using a Portfolio with Asset Allocation *AdviserGo*
• How to add savings/investments **Adviser Go, all regions**
• Contributions - How to set up regular savings into Savings and Investments *AdviserGo*

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**

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Pensions - Final Salary

• Step-by-Step - How to enter a final salary pension **AdviserGo, all regions**

Properties / Non-Liquid Assets

• How to add a property/asset **Adviser Go, all regions**
• Downsizing or Rightsizing a Home **AdviserGo, all regions**
• Link incomes, expenses, and debts (mortgages) to properties in AdviserGo

Debts

• Line of Credit **AdviserGo, All regions**
• How to add a loan made by your client to a third party **AdviserGo, all regions**
• Increase or decrease future debt payments using Steps in AdviserGo
• Schedule the future payoff or a onetime overpayment on a debt **AdviserGo, all regions**

Protection

• Disability Special Events - Loss of Income and Income Protection *AdviserGo*
• Critical Illness Special Event *AdviserGo*

Expenses

• How to add expenses to a client plan **AdviserGo, all regions**
• How to model a gift or charitable donation **AdviserGo, all regions**

Sharing Client Records with Colleagues and Managing Permissions

• How to share a client record with a colleague **AdviserGo, all regions**

AdviserGo - Australia

• How to Enter Superannuation Pensions - Australia
• Superannuation Pensions - Recontribution Strategy Steps - Australia

AdviserGo - Canada

• Employee Stock Options: Canada
• Entering a Property and Linking the Mortgage Debt: Canadian Software
• Entering a Registered Retirement Savings Plan (RRSP): Canadian Software
• Adding CPP/QPP and Old Age Security: Canadian Software

AdviserGo - Ireland

• Adding a Portfolio Account (CGT): Irish Software Example
• Adding Exit Tax Accounts for Education Goals: Irish Software
• Why does the state pension increase on first death? **AdviserGo Ireland**
• Tax Thresholds and Allowances Can Be Escalated **Ireland**
• Additional Frequency Options (IE)

AdviserGo - United Kingdom

• How to delete an event in AdvisorGo
• Additional Frequency Options (UK)

AdviserGo videos and documents

• AdviserGo document library

Home - View and invite clients

• Recent Clients - View a list of the client cases you've most recently accessed in AdviserGo

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

• Withdrawal Limits (UK) - Limit withdrawals from drawdown pensions to a percentage of GAD in AdviserGo
• Withdrawal Limits - Reserve a minimum balance on an account in AdviserGo

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

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Troubleshooting issues with AdviserGo

• How to clear browser cache in Chrome, Firefox, Safari and Microsoft Edge
• How to do hard refresh in Chrome, Firefox, Safari and Microsoft Edge
• How to enable cookies in your browser