Canada
Articles and other resources related to our software for financial professionals in Canada.
Trialing Voyant AdviserGo - Our planning software for financial professionals
- FAQ, System Requirements - What will I need to use AdviserGo? - Canada
- How to register for a free 30-day trial of AdviserGo Canada?
- FAQ - How long does a trial of the software last and are there any strings attached?
- FAQ - 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
Getting Started - First steps, building your first client case in AdviserGo
- Getting Started - Training Videos Canada
- Stress Testing & Major Loss - training videos Voyant Canada
- Reviewing contributions and withdrawals CA - Video
- Introductory Learning Track for AdviserGo - Canada
- Introduction to learning materials - Videos
- Data Entry - Canada
General Information and FAQs
- AdviserGo Advanced Features - CA
- FAQ: Why can't I get the Retirement Insight figure to work in my plan? - CA
- FAQ: Why is my client's property being liquidated on first death? - CA
- Retirement Spending Insight: FAQ
- Events FAQ's - Video Tutorial
- Pension Split Optimization Logic
Client Go
What's new in AdviserGo Canada?
The Home Screen - Accessing your client records and creating new ones
The Timeline - Events and stages
- Timeline and Events - Video
- Timeline and Events - About the Timeline and future planning events
- Timeline, Events - How to add events to the timeline
- Timeline, Default Events - Some events are created for you automatically by the software
- Timeline, FAQ - Why use events, rather than years or dates, for timing?
- Timeline, Events - How to edit events, change the event’s name, owner, icon, and position on the timeline
Insights - Planning simulations
- CPP/QPP Optimization Insight
- Performance Insight - CA
- Lump Sum Savings Insight - CA
- Investment Return Insight - CA
- Annual Savings Insight - CA
- Retirement Spending Insight - CA
What-Ifs - Planning scenarios
Reports - Printable reports and reporting options
- Action Items Report - CA
- Specify a timeframe for detailed reports - CA
- How to generate a report - Canada
- Required software for viewing reports
- Financial Summary Report - About the report - Canada
- Report Sets - How to select and save a reusable set of reports - Canada
Plan Settings - Set the software's default assumptions
- Plan Settings & Reports - training videos Voyant Canada
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - Canada
- About Plan Settings - View and manage the default assumptions for a client plan in the Plan Settings - Canada
- Default Tax Table Assumption, Canada - Escalating future taxes and contribution allowances
- CPP / QPP COLA - Plan Settings, Inflation / Growth Rates
Cash Flow and Taxation Essentials - About the software's calculation engine
Integrations with our Canadian Software - Importing client information
Goals and Expenses - Plan for current and future spending
Employment Income - Current and future income from earnings
Windfalls - Planning for income from anticipated future windfalls
Retirement Income - CPP and QPP
Retirement Income - Defined Benefit Pensions
Retirement Income - OAS
Savings - Savings and chequing accounts, GICs, default cash accounts
Investments - Non-registered investments, TFSAs, RESPs, and RDSPs
Retirement Savings - RRSPs, RRIFs, LIRAs, LRSPs, LIFs, DCPPs, and DPSPs
Corporate - Holding Companies (HoldCos)
Transfers and Planned Withdrawals
Stock Grants and Options
Property and Other Non-Liquid Assets
Debts - Mortgages and unsecured debts
Loans - Repayment of money lent to external parties or to people within the plan
Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans
Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
Troubleshooting issues with AdviserGo
- Trialing Voyant AdviserGo - Our planning software for financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQs
- Client Go
- What's new in AdviserGo Canada?
- The Home Screen - Accessing your client records and creating new ones
- The Timeline - Events and stages
- Insights - Planning simulations
- What-Ifs - Planning scenarios
- Reports - Printable reports and reporting options
- Plan Settings - Set the software's default assumptions
- Cash Flow and Taxation Essentials - About the software's calculation engine
- Integrations with our Canadian Software - Importing client information
- Goals and Expenses - Plan for current and future spending
- Employment Income - Current and future income from earnings
- Windfalls - Planning for income from anticipated future windfalls
- Retirement Income - CPP and QPP
- Retirement Income - Defined Benefit Pensions
- Retirement Income - OAS
- Savings - Savings and chequing accounts, GICs, default cash accounts
- Investments - Non-registered investments, TFSAs, RESPs, and RDSPs
- Retirement Savings - RRSPs, RRIFs, LIRAs, LRSPs, LIFs, DCPPs, and DPSPs
- Corporate - Holding Companies (HoldCos)
- Transfers and Planned Withdrawals
- Stock Grants and Options
- Property and Other Non-Liquid Assets
- Debts - Mortgages and unsecured debts
- Loans - Repayment of money lent to external parties or to people within the plan
- Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans
- Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
- Troubleshooting issues with AdviserGo