Client facing products: VoyantGo, ClientGo and Vault
Let your clients take ownership in their financial planning process. VoyantGo is a responsive tool for DIY client planning and collaboration.
Getting Started with VoyantGo, ClientGo and Vault
FAQs
- 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?