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
Managing Your Voyant Subscription - Subscription Manager Role
- 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
- Invite a colleague - Next step, your colleague will register and activate their account
- User Roles/Permissions
Managing your user account
- 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
- How to set or reset an offline passcode (offline password) - Voyant Adviser
- How to set up 2-step authentication (MFA)
Managing Client Plans
- 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)
- Client Case Access - Where in the software can all of the client files in your subscription be viewed?
- How do I switch off client plan update notification emails?
- Export button is disabled - How to grant a colleague permissions to export client files
- About Analytics and Management Information Reporting
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
- Rebranding and Preferences - Options for managing preferences / default assumptions in white labelled versions of the software
- Add custom market assumptions to your firm's rebrand (white label) of Voyant
- Can our firm's own bespoke set of market assumptions be added to the software?
- Rebranding - About Voyant's rebranding / white labeling service
- FAQ - New company name and address is not shown on the cover page of reports following update of rebrand
- Market Assumptions / Asset Allocations - How to add model investment portfolios to your firm's rebrand of the software