First steps, general information and FAQs

Getting Started

• New Users - Available Resources for Learning Voyant
• Getting started. First, select a country
• Canada - First steps, resources to help get you started
• Ireland - First steps, resources to help get you started
• US - First steps, resources to help get you started
• UK - First steps, resources to help get you started

Frequently Asked Questions

• Where do I go to access AdviserGo or VoyantGo?
• Where can I find Voyant's General Data Protection Regulation (GDPR) statement?
• Using Voyant in countries other than the US, UK, Ireland, and Canada
• Multi-currency - Can incomes and investments be entered in multiple currencies?
• Will my Voyant license allow me to run the software from any computer?
• Where is client information stored?

See all 9 articles

Trialing Voyant Adviser and AdviserGo

• How long does a trial of the software last and are there strings attached?
• "Client record is too old for trialist access" - Not allowed to access client records from previous trial of the software
• How do I start my trial of AdviserGo? **All regions**
• Trialing as a group, together with colleagues

Trialing Voyant Adviser (UK)

• User in the UK who accidentally downloaded the US version of Voyant

Rebranding (white labelling) Voyant

• Rebranding - About Voyant's rebranding (white labeling) service
• 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
• Rebranding and Preferences - Options for managing preferences / default assumptions in white labelled versions of the software