Voyant Adviser

Our most comprehensive software for financial professionals. Voyant Adviser provides the tools for complex financial planning.

Voyant Adviser videos and documents

Getting Started

See all 17 articles

System Requirements

See all 9 articles

Basics - Starting a new client case, entering the essentials

See all 8 articles

Time - Events, stages and the planning timeline

See all 27 articles

Windfalls

Voyant Adviser - Ireland

Voyant Adviser - United Kingdom

See all 58 articles

Voyant for Elevate

See all 13 articles

Offline - Using Voyant Adviser in offline mode

See all 15 articles

Usage - Authorisation limits and concurrent usage checks

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

Troubleshooting issues with Voyant Adviser

See all 58 articles

Cash Flow Fundamentals

See all 9 articles

Debts

See all 14 articles

Debts - Home Equity Plans

Employment and Other Income

See all 22 articles

Estate Plans

Expenses - Basics, Leisure, Luxury and Milestones

See all 11 articles

Expenses, Legacy - Potentially exempt transfers and charitable gifting

Let's See - Charts

See all 16 articles

Manage client cases (client files) and what-if planning scenarios

See all 11 articles

Overviews - General overviews

Overviews - Legacy overviews for IHT calculations and estate planning

Pensions - Annuities

Pensions - Drawdown Pensions

See all 8 articles

Pensions - Final Salaries (Defined Benefit Schemes)

See all 9 articles

Pensions - Money Purchases (Defined Contribution Schemes)

See all 37 articles

Pensions - State Pensions

People

Preferences - Default assumptions

See all 62 articles

Property and Assets

See all 20 articles

Protection - Critical Illness

Protection - Income Protection

Protection - Long Term Care

Protection - Term Life, Endowments, Family Income Benefits

Protection - Whole Life

Reports and Notes

See all 22 articles

Risk profiling

Savings and Investments

See all 31 articles

Simulations

See all 26 articles

Software updates