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
- How to register for a free 30-day trial of AdviserGo US
- 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?
- FAQ: System Requirements - What will I need to use AdviserGo? - US
- "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 US
- How to switch on inline help in AdviserGo (US)
- Getting Started: Setting up your subscriptions default settings
- Introductory Learning Track for AdviserGo - US
- Getting Started: First Steps US Software
- Presenting Voyant to clients - Video
General Information and FAQ's
- FAQ: How do I get rid of the yellow banner at the top of my dashboard?
- AdviserGo Advanced Features - US
- Retirement Spending Insight: FAQ - US
- Events FAQ's - Video Tutorial
- FAQ: Setting up Employer and Employee Contributions to Traditional and Roth 401k's
- FAQ: Why is my client's property being liquidated at first death? - US
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
- 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
The Let's See Charts - Viewing and presenting plan results
What-Ifs - Planning Scenarios
- What If - Training Videos US
- Promoting a what if scenario
- Stress Test - Major Loss
- What If: Modeling an early mortality - Video
- What If: Modeling an early retirement - Video
- What if: Rightsize Home - Video
Insights - Planning simulations
- Social Security Optimization Insight - US
- Insights - Training Videos US
- Longevity Risk Insight (Annuity) Video - US
- Long Term Care Insight
- Disability Insurance Insight
- Estate Planning Insight Video - US
Reports - Printable reports and reporting options
- Action Items Report - US
- Specify the timeframe for detailed reports
- Specify the timeframe for detailed reports - US
- Required software for viewing reports
- Financial Summary Report - About the report - US
- Report Sets - How to select and save a reusable set of reports - US
Plan Settings- Set the software's default assumptions
Cash Flow and Taxation Essentials - About the software's calculation engine
- View the cumulative taxes, tallied over the course of the plan, in the Year View of the charts, on the Taxes tab - US
- Withdrawal Limits - Reserve a minimum balance on an account
- Is surplus income spent or saved? - US
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - US
- Cash Flow Chart: Total and Basic Need
Integrations with our US Software- Importing client information
- US Integrations Master List
- eWealthManager Mapping Documentation - US
- Salesforce FSC Mapping Guide - US
- MX Integration Guide
- Morningstar Import Guide
- Request Voyant from eWealthManager
People - Your client and their family
Taxes and Other Financial Information
Goals and Expenses- Plan for current and future spending
- Property Goal - US
- Adjusting for inflation - Video
- Net Worth Goal - Video
- Net Worth Goal - US
- Expenses and Goals - Video - US
- Expenses and Steps - Video
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.
- Retirement Planning - Training Videos US
- Adjusting growth rates in retirement
- Traditional vs. Roth 401k's
- 401k Get the match - Video
- Traditional vs. Roth 401k's
- US Retirement: Employee Contributions to Roth 401k, Employer Match to Standard 401k
Savings and Investments - General investment accounts, CD's, savings, and checking accounts
- Dividend and Interest Yield
- Saving More for Retirement
- Donor Advised Funds
- Entering a savings account - Video
- Saving Surplus Income - Video
- Entering Investment Accounts - Video
Transfers And Planned Withdrawals
Stock Grants and Options
College Savings and Expenses
Property and Other Non-Liquid Assets
- Scheduling a one-time payment - US
- Property - US Training Videos
- Reverse Mortgage
- Transferring the ownership of assets
- Reverse Mortgage - Video
- Properties and Mortgages - Video
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
- Trialing Voyant AdviserGo - Our planning software for financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQ's
- 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
- The Let's See Charts - Viewing and presenting plan results
- What-Ifs - Planning Scenarios
- Insights - Planning simulations
- 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 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
- 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.
- Savings and Investments - General investment accounts, CD's, savings, and checking accounts
- Transfers And Planned Withdrawals
- Stock Grants and Options
- College Savings and Expenses
- Property and Other Non-Liquid Assets
- 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