United States

Articles and other resources related to our software for financial professionals in the United States.

Trialing Voyant AdviserGo - Our planning software for financial professionals

Getting Started - First steps, building your first client case in AdviserGo

See all 26 articles

General Information and FAQ's

See all 18 articles

Client Go

What's new in AdviserGo United States?

The Home Screen - Accessing your client records and creating new ones

The Dashboard - Your planning control center

The Timeline - Events and Stages

See all 16 articles

The Let's See Charts - Viewing and presenting plan results

What-Ifs - Planning Scenarios

See all 10 articles

Insights - Planning simulations

See all 25 articles

Reports - Printable reports and reporting options

See all 12 articles

Plan Settings- Set the software's default assumptions

Cash Flow and Taxation Essentials - About the software's calculation engine

Integrations with our US Software- Importing client information

People - Your client and their family

Taxes and Other Financial Information

Goals and Expenses- Plan for current and future spending

See all 8 articles

Legacy Expenses, Gifting - Gifts, charitable gifting, and their use in estate planning

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

Retirement Income - Social Security

Retirement Savings - IRA's, 401(k), 403(b), Roth 401(k,) SEP, and deferred compensation plans.

See all 10 articles

Savings and Investments - General investment accounts, CD's, savings, and checking accounts

See all 7 articles

Transfers And Planned Withdrawals

Stock Grants and Options

College Savings and Expenses

Property and Other Non-Liquid Assets

See all 10 articles

Debts - Mortgages and unsecured debts

Lines of Credit - Equity-based and non-secured lines of credit

Loans - Repayment of money lent to external parties or to people within the plan

Insurance - Term and whole life, disability, critical illness, and long term care policies

Estate Planning and Inheritance Tax - Setting future estate distributions to inheritors and viewing these distributions and potential inheritance tax in the Legacy overview

Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues

Troubleshooting issues with AdviserGo

Sharing Plans With Clients And Colleagues