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
- 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
- Voyant Video and Document Library
Managing Your Voyant Subscription - Subscription Manager Role
- Create Custom Portfolios - Video
- What is the difference between an adviser and an auxiliary (paraplanner) license? - US & CA
- Adding a new user - Video
- Granting All Client Access - Video
- Voyant Point Person - the Subscription Manager role
- Creating a Group in Voyant
Managing your user account
- How to set up MFA (two-step authentication) when prompted
- Emergency 2-step authentication code
- Managing Your Account
- Which website should I visit to manage my subscription?
- User name and password requirements
- Password protect individual client cases or perhaps your own personal client case
Managing Client Plans
- 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
- How to set custom preferences (plan settings) for your subscription
- Deleting and Archiving Client Records
- How do I switch of client plan update notification emails for a user in my subscription?
- Sharing client's outside of your subscription
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
- Considering disabling a computer? How to find your computer's MAC address.
Rebranding (white labelling) Voyant
- 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
- Add custom model portfolios to your firm's White Label