Let your clients take ownership in their financial planning process. VoyantGo is a responsive tool for DIY client planning and collaboration.
- VoyantGo FAQs
- What is VoyantGo?
- Where do I go to invite clients to use VoyantGo?
- Is VoyantGo used to share plans that I create for my clients or is it used to invite clients to build their own cases?
- Are clients editing in VoyantGo plans created by the adviser?
- Do clients see all the “what-if” plans (scenarios) created by an adviser?
- Inviting clients to access or build their plans in VoyantGo
- Your adviser has invited you to access a financial plan they created for you in VoyantGo
- Your adviser has invited you to start building your own financial plan in VoyantGo
- Invitation error - "The invite you are using is no longer valid" (instructions for clients)