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
- Contact Voyant Support - How to request support from AdviserGo and share your client case with the Voyant Support team
- 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
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
- Password protect individual/own clients cases
- Using Model Portfolios
- Emergency 2-step authentication code
- Managing Your Account
- Which website should I visit to manage my subscription?
Managing Client Plans
- 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
- How to set custom preferences (plan settings) for your subscription
- Deleting and Archiving Client Records
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
- "Computer Not Authorised for User" message appears after installing and opening Voyant
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