Global
Information about our non-jurisdictional, global release. Articles and other resources related to our software for financial professionals around the globe.
Trialing Voyant AdviserGo Global - Our planning software for international financial professionals
- FAQ, System Requirements - What will I need to use AdviserGo? - Global
- How to register for a free 30-day trial of AdviserGo Global
- 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?
Getting Started - First steps, building your first client case in AdviserGo
- Getting Started - Voyant Global Training Videos
- Retirement Spending Insight-Global
- Expenses - Global
- Navigating the Charts - Global
- ClientGo - Inviting Existing clients - Global
- Reviewing contributions and withdrawals - Global
General Information and FAQs
What's new in AdviserGo Global?
The Home Screen - Accessing your client records and creating new ones
The Dashboard - Your planning control center
The Timeline - Events and stages
- The Timeline - Global
- Timeline and Events - About the Timeline and future planning events
- Timeline, Events - How to add events to the timeline - Global
- 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
The Let's See Charts - Viewing and presenting plan results
Insights - Planning simulations
- Lump Sum Savings Insight- Global
- Loss Capacity Insight- Global
- Inflation Adjustment Insight- Global
- Investment Returns Insight-Global
- Monte Carlo Insight- Global
- Goal Priority Insight-Global
What-Ifs - Planning scenarios
- Modelling a Market Crash using Major Loss Event and Major Loss Event Settings - Global
- What if: Saving more for Retirement - Global
- Life Assurance Planning - Global
- What if: Disability planning
- Downsizing a property
- How to rename a What If plan - Global
Reports - Printable reports and reporting options
- Goal Priority Insight Report
- Data Extract - How to export raw report data and images for other uses - Global
- Reports Deep Dive - Global
- Required software for viewing reports
- Financial Summary Report - About the report - Global
- Report Cover Page - How to update the name of the adviser, company name, and address on the cover page of reports (Global)
Plan Settings - Set the software's default assumptions
Cash Flow and Taxation Essentials - About the software's calculation engine
People - Your clients and their family
Employment Income - Current and future income from earnings
Other Income - Income from rent, royalties, foreign earned income , or model tax-free income or incomes net of taxes
Windfalls - Planning for income from anticipated future windfalls
Investments - Taxable, tax-free, tax-deferred, and employer sponsored tax-deferred accounts
Transfers and Planned Withdrawals
Property and Other Non-Liquid Assets
Debts - Mortgages and unsecured debts
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 Global - Our planning software for international financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQs
- What's new in AdviserGo Global?
- The Home Screen - Accessing your client records and creating new ones
- The Dashboard - Your planning control center
- The Timeline - Events and stages
- The Let's See Charts - Viewing and presenting plan results
- 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
- People - Your clients and their family
- Employment Income - Current and future income from earnings
- Other Income - Income from rent, royalties, foreign earned income , or model tax-free income or incomes net of taxes
- Windfalls - Planning for income from anticipated future windfalls
- Investments - Taxable, tax-free, tax-deferred, and employer sponsored tax-deferred accounts
- Transfers and Planned Withdrawals
- Property and Other Non-Liquid Assets
- Debts - Mortgages and unsecured debts
- 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