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?
- "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
- Logging into AdviserGo Global - Where do I need to go to log into the Global version of AdviserGo?
- Problems Logging In? Where to find assistance - Global
- Start building your first client case in AdviserGo (from the Home screen)
- How to switch on inline help in AdviserGo (Global)
- Contact Voyant Support - How to request support from AdviserGo and share your client case with the Voyant Support team
- Help us help you - What information does support generally need to troubleshoot and answer questions?
What's new in AdviserGo Global?
The Home Screen - Accessing your client records and creating new ones
The Timeline - Events and stages
- 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
- Timeline, Events - How to edit the timing of an event, change the year or age on which it will occur
Insights - Planning simulations
Reports - Printable reports and reporting options
- How to generate a report
- Required software for viewing reports
- Financial Summary Report - About the report
- Report Sets - How to select and save a reusable set of reports
- Data Extract - How to export raw report data and images for other uses - 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
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
- What's new in AdviserGo Global?
- The Home Screen - Accessing your client records and creating new ones
- The Timeline - Events and stages
- Insights - Planning simulations
- Reports - Printable reports and reporting options
- Plan Settings - Set the software's default assumptions
- 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