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
- If 2-Step Authentication is required on your subscription
- Contact Voyant Support - How to request support from AdviserGo and share your client case with the Voyant Support team
- How do I 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
Managing Your Voyant Subscription - Subscription Manager Role
- Adding a new user - Video
- Granting All Client Access - Video
- Voyant Point Person - the Subscription Manager role
- What is the difference between an adviser and an auxiliary (paraplanner) licence?
- View number of Active/Available licenses in your Voyant Subscription
- Adding a new user to your firm's Voyant subscription
Managing your user account
- How to set up 2-step authentication when it's required on your Subscription
- Emergency 2-step authentication code
- How to set up 2-step verification - Voyant Home
- Managing Your Account
- Which website should I visit to manage my subscription?
- User name and password requirements
Managing Client Plans
- Sharing client's outside of your subscription
- How to format the files needed to add custom market assumptions to your subscription
- How to add custom market assumptions to your subscription
- Sharing Client Cases - How to share access to a client record with a colleague within your subscription
- Archiving client records that are no longer in use (rather than deleting them)
- Teams - How to add a client record to a team
Usage - Authorisation limits and concurrent usage checks
- Authorised Computers - View a user's authorized computers and possibly deauthorize a computer that is no longer in use
- Authorised Computers - View your authorized computers and possibly deauthorize a computer that is no longer in use
- Authorised Computers - Once a computer is authorized for an active Voyant user, any Voyant user could run the software on that authorised computer
- "Computer Not Authorised for User" message appears after installing and opening Voyant
- Authorisation Limit - Computer has been authorised but is not recognised as such
- Considering disabling a computer? How to find your computer's MAC address.
Rebranding (white labelling) Voyant
- Custom Preferences: Calculation Settings Guide UK
- White Label Service
- Add custom market assumptions to your firm's rebrand White Label
- Add custom model portfolios to your firm's White Label
- Rebranding and Preferences - Options for managing preferences / default assumptions in white labelled versions of the software
- What happens to Plan Settings for existing plans when customised assumptions are updated via a white label?