AdviserGo

Getting started with 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
• Your first client case - Four options for creating new client plans in Voyant

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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?

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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

• How to add a Step **AdviserGo, all regions**
• How to up date 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**

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

• 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

• Potential IHT Insight **AdviserGo, UK**
• Loss Capacity Insight **AdviserGo, all regions**
• Market Crash Insight **AdviserGo, all regions**
• Life Needs Insight *AdviserGo*
• Retirement Spending Insight *AdviserGo*
• Performance Insight *AdviserGo*

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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 UK*

Planned Withdrawals

• 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*

Timeline - Events, goals and the planning timeline

• 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

• Contributions - How to set up regular savings into Savings and Investments *AdviserGo*

Pensions

• Increasing the tax free cash limit **AdviserGo**
• Contributions – How to set up regular savings into a Money Purchase Pension *AdviserGo UK*
• Pensions, Money Purchases - Schedule the future crystallisation of money purchases in AdviserGo (UK)

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

• 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**

Expenses

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

What's New - Release Announcements

• August 2020 Release - An Example of the Refactored Charts in Action **AdviserGo, all regions**
• August 2020 Release - New Chart Zoom Tools - Zoom In or Out to Change Scale, Focus on Selected Stages and Timespans **AdviserGo, all regions**
• August 2020 Release - Improved Chart Functions **AdviserGo, all regions**
• August 2020 Release - Streamlined Chart Navigation **AdviserGo, all regions**
• August 2020 Release - New Animation for Loading Let's See Charts **AdviserGo, all regions**
• August 2020 AdviserGo Release - Charts redesigned with streamlined navigation, new zoom options, plus other features and improvements **AdviserGo, all regions**

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Sharing Client Records with Colleagues and Managing Permissions

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

AdviserGo - Ireland

• Tax Thresholds and Allowances Can Be Escalated **Ireland**
• Additional Frequency Options (IE)

AdviserGo - United Kingdom

• 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

• 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

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Troubleshooting issues with AdviserGo

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