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?
- "Client record is too old for trialist access" - I am not being allowed to access the client records I created during a previous trial of the software
- Voyant Video and Document Library
Managing Your Voyant Subscription - Subscription Manager Role
- 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
- Granting All Client Access - Video
Managing your user account
- How to set up MFA (two-step authentication) when prompted
- Sample Clients- How to add Sample Clients to your subscription -Video.
- Password protect individual/own clients cases
- Using Model Portfolios
- Emergency 2-step Authentication Code - All regions
- Managing Your Account.
Managing Client Plans
- Management Information and Analytics
- How to add Custom Market Assumptions 2024 Video
- How to use Sample Clients
- How to manage Sample Clients in your subscription
- How to add custom model portfolios to your subscription
- Subscription Preferences - How to change the Plan Settings in an existing client to the subscription defaults
Rebranding (white labelling) Voyant
- White Label Maintenance Fee, what does it cover?
- Market Assumptions and Portfolio files Formatting Guide - Video
- Correlation Coefficients
- Custom Preferences: Calculation Settings Guide UK
- White Label Service
- Add custom market assumptions to your firm's rebrand White Label