Voyant Adviser

Our original, comprehensive software for financial professionals, Voyant Adviser provides the tools for complex financial planning. This Java-based application can be installed to your desktop for use both online and off. Voyant Adviser remains available today in the United Kingdom and Ireland.

Voyant Adviser videos and documents

Getting Started

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System Requirements

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Basics - Starting a new client case, entering the essentials

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Release Announcements and Other Updates

Time - Events, stages and the planning timeline

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Voyant Adviser - Ireland

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Voyant Adviser - United Kingdom

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Offline - Using Voyant Adviser in offline mode

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Usage - Authorisation limits and concurrent usage checks

Hosted Solutions (e.g. Citrix) - Issues, considerations

Troubleshooting issues with Voyant Adviser

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Cash Flow Fundamentals

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Debts - Home Equity Plans

Employment and Other Income

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Estate Plans

Expenses - Basics, Leisure, Luxury and Milestones

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Expenses, Legacy - Potentially exempt transfers and charitable gifting

Let's See - Charts

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Manage client cases and what-if planning scenarios

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Overviews - General overviews

Overviews - Legacy overviews for IHT calculations and estate planning

Pensions - Annuities

Pensions - Drawdown Pensions

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Pensions - Final Salaries (Defined Benefit Schemes)

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Planned Withdrawals (New)

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Pensions - Money Purchases (Defined Contribution Schemes)

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Pensions - State Pensions


Preferences - Default assumptions

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Property and Assets

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Protection - Critical Illness

Protection - Income Protection

Protection - Long Term Care

Protection - Term Life, Endowments, Family Income Benefits

Protection - Whole Life

Reports and Notes

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Risk profiling

Savings and Investments

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