Ireland
Articles and other resources related to our software for financial professionals in Ireland.
Trialing Voyant AdviserGo - Our planning software for financial professionals
- FAQ, System Requirements - What will I need to use AdviserGo? - IE
- How to register for a free 30-day trial of AdviserGo Ireland
- 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?
Getting Started - First steps, building your first client case in AdviserGo
- Getting Started Voyant Ireland - Video learning track
- BITESIZE - Bitesize Building a Plan - Rental Property and associated costs (Mortgage/Rental Income/Rental Expenses)
- BITESIZE - Bitesize Plan - Building a Plan - Sell Home, Buy New Home and Invest the Surplus
- BITESIZE - Building a Plan - Property & Mortgages - IE
- BITESIZE - Building a Plan - Pensions - IE
- BITESIZE - Building a Plan - Savings and Investments - IE
General Information and FAQs
- How to Update Your Voyant Plan for the New Planning Year
- Inflation Adjustment Insight
- Adviser Notes in Reports
- FAQs: Best Practices for Presenting a Voyant Plan to Clients - IE
- Steps video - IE
- Retirement Relief video - IE
What's new in AdviserGo Ireland?
The Home Screen - Accessing your client records and creating new ones
The Dashboard - Your planning control center
The Timeline - Events and stages
- About events - IE
- Events: Creating and Deleting video- IE
- Timeline and Events - About the Timeline and future planning events
- Timeline, Events - How to add events to the timeline - Ireland
- 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?
The Let's See Charts - Viewing and presenting plan results
Insights - Planning simulations
- Historic Insight - IE
- Lump Sum Savings Insight - IE
- Inflation Adjustment Insight – Ireland
- Loss Capacity - IE
- Potential CAT Insight - IE
- Investment Return Insight - IE
What-Ifs - Planning scenarios
Reports - Printable reports and reporting options
- Reports - How to configure reports - IE
- How to generate reports - IE
- Specify a Time Span for Detailed Reports
- Itemised Expenses Report - Ireland
- How to view and edit the Insight reports inputs - IE
- Specify a time-span for detailed reports
Cash Flow and Taxation Essentials - About the software's calculation engine
Plan Settings - Set the software's default assumptions
- Default Inflation / Growth Rates - Assumed Annuity Interest Rate - IE
- Inflation/Growth Rates - Default Tax Table Assumptions - Ireland
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - Ireland
- Default Inflation / Growth Rates - Default Tax Table Assumption - Ireland
- Plan Settings – Setting the Liquidation Order
- About Plan Settings - View and manage the default assumptions for a client plan in the Plan Settings - Ireland
Integrations with our Irish Software - Importing client information
People - Your clients and their family
Carryover Assumptions - Information on taxes and contributions that predate the start of the plan
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
Savings - Current accounts and savings (deposit) accounts
Investments - Portfolio accounts and unit linked investment trusts
Transfers and Planned Withdrawals
Retirement - Defined Contribution (DC) Pensions, ARFs and AMRFs
Retirement - State Pensions
Loans - Repayment of money lent to external parties or to people within the plan
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
Article Archive - Voyant Adviser
- Trialing Voyant AdviserGo - Our planning software for financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQs
- What's new in AdviserGo Ireland?
- 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
- Cash Flow and Taxation Essentials - About the software's calculation engine
- Plan Settings - Set the software's default assumptions
- Integrations with our Irish Software - Importing client information
- People - Your clients and their family
- Carryover Assumptions - Information on taxes and contributions that predate the start of the plan
- 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
- Savings - Current accounts and savings (deposit) accounts
- Investments - Portfolio accounts and unit linked investment trusts
- Transfers and Planned Withdrawals
- Retirement - Defined Contribution (DC) Pensions, ARFs and AMRFs
- Retirement - State Pensions
- Loans - Repayment of money lent to external parties or to people within the plan
- 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
- Article Archive - Voyant Adviser