AdviserGo

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
• Import client information from an integration partner into AdviserGo

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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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Building a plan

• 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

• How to generate a report **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

• Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? *AdviserGo UK*
• 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**

Savings and Investments

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

Pensions

• 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

• Downsizing or Rightsizing a Home **AdviserGo, all regions**
• Link incomes, expenses, and debts (mortgages) to properties in AdviserGo

Debts

• 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 model a Gift **AdviserGo, UK and Ireland**

What's New - Release Announcements

• UK AdviserGo Release Notes - 2019-09-08 - Version 5.0.50
• New features in our February 2019 release of AdviserGo, plus changes in Voyant Adviser
• New Features in Our January 2019 Release of AdviserGo

Sharing Client Records with Colleagues and Managing Permissions

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

AdviserGo - Ireland

• Additional Frequency Options (IE)

AdviserGo - United Kingdom

• Additional Frequency Options (UK)

AdviserGo videos and documents

• AdviserGo document library

Default Assumptions, Plan Settings

• Plan Settings – Setting the Liquidation Order **AdviserGo, all regions**
• Plan Settings - View and manage the default assumptions for a plan in AdviserGo

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
• 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 in AdviserGo

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 enable cookies in your browser