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
- Introductory Learning Track for AdviserGo - US
- Getting Started: First Steps US Software
- Logging into AdviserGo US- Where do I need to go to log into the US version of AdviserGo?
- Presenting Voyant to clients - Video
- Find and open existing client cases
- How to generate a report
General Information and FAQ's
- Where to find the Plan Start date - US
- Managing your plans - Video
- Sharing client access to the support desk
- Introduction to learning materials in the Voyant software - Video
- Document library - US
- Save + Add Another
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
- Stress Test - Major Loss
- What If: Modeling an early mortality - Video
- What If: Modeling an early retirement - Video
- What if: Rightsize Home - Video
- What If: Guided plan creation
- How to delete a What If plan
Insights - Planning simulations
- Monte Carlo Insight - Video
- Life Needs Insight - Video
- Retirement Spending Insight - Video
- Performance Insight - Video
- Market Crash Insight - Video
- Annual Savings Insight - Video
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
- Report Cover Page - How to update the name of the adviser, company name, and address on the cover page of reports (US)
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
- Adjusting for inflation - Video
- Net Worth Goal - Video
- Net Worth Goal
- Expenses and Goals - Video
- Expenses and Steps - Video
- Entering expenses and setting priority levels
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
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
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
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
- 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
- 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
- Sharing Plans With Clients And Colleagues