Managing Your Subscription, User Accounts, and Client Plans
Manage adviser and auxiliary user accounts (including your own), client accounts, and administer your firm's subscription to Voyant. Also, information for site administrators.
Getting Started - Registering as a new user and trialing AdviserGo
- ClientGo & Vault- Training Videos
- How to register for a free 30-day trial of AdviserGo?
- How long does a trial of the software last and are there any strings attached?
- Is it possible to trial Voyant as a group, with colleagues, so that we can share information while trying out the software?
- Voyant Video and Document Library
Managing Your Voyant Subscription - Subscription Manager Role
- Transfer one client record to another user
- Deleting a spouse from a plan - Video
- How to import a .vyt file
- Create Custom Portfolios - Video
- What is the difference between an adviser and an auxiliary (paraplanner) license? - US & CA
- Adding a new user
Managing your user account
- How to set up MFA or 2FA when prompted
- FAQ: How to Cancel Your Subscription
- Sample Clients- How to add Sample Clients to your subscription -Video.
- Password protect individual/own clients cases
- Using Model Portfolios
- Emergency MFA or 2FA Authentication Code - All regions
Managing Client Plans
- Password Protecting Client Plans in AdviserGo
- FAQ: Why is AdviserGo Timing Out?
- FAQ: How do I model cryptocurrencies (e.g., Bitcoin or Ethereum) in Voyant?
- Fee Modelling in Voyant - UK
- Updates to Fee Modeling in Voyant
- Plan Attestation All Regions 2025
Rebranding (white labelling) Voyant
- Formatting Custom Market Assumptions in Voyant
- Assets detailed report: assets have different colours in different reports for same client
- White Label Maintenance Fee, what does it cover?
- Correlation Coefficients
- Custom Preferences: Calculation Settings Guide UK
- White Label Service