AdviserGo
Collaborate with your clients on a range of devices. AdviserGo is a browser-based solution for building adviser-driven plans.
FAQs
- AdviserGo FAQs
- What is AdviserGo?
- What is the cost of AdviserGo?
- Can I purchase Voyant AdviserGo without a Voyant Adviser license?
- Will AdviserGo work on my iPad?
- Can AdviserGo be used offline?
Getting started with AdviserGo
- Register - Start your no obligation 30-day trial of AdviserGo and Voyant Adviser
- System Requirements - What will I need to use AdviserGo?
- Logging into AdviserGo
- Find and open existing client cases in AdviserGo
- Your first client case - Four options for creating new client plans in Voyant
- Begin entering a new client plan in AdviserGo
AdviserGo videos and documents
Managing client access to plans through 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
- Managing client invitations