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
- Getting Started - Voyant Global Training Videos
- ClientGo - Inviting Existing clients - Global
- Reviewing contributions and withdrawals - Global
- 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)
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
- 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
The Let's See Charts - Viewing and presenting plan results
Insights - Planning simulations
- Historic Insight - Global
- Annual Savings Insight - Global
- Investment Returns Insight - Global
- Retirement Spending Insight - Global
- Lump Sum Need Insight - Global
- Life Insurance Need Insight - Global
What-Ifs - Planning scenarios
Reports - Printable reports and reporting options
- How to generate a report - Global
- Required software for viewing reports
- Financial Summary Report - About the report - Global
- Report Sets - How to select and save a reusable set of reports - Global
- 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
Cash Flow and Taxation Essentials - About the software's calculation engine
People - Your clients and their family
Tax Regimes - Set currency, tax rates and thresholds
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
- Tax Regimes - Set currency, tax rates and thresholds
- 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