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

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General Information and FAQ's

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

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

What-Ifs - Planning Scenarios

Insights - Planning simulations

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Reports - Printable reports and reporting options

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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

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