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?
• "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 Voyant Ireland - Video learning track
• Data Entry video - IE
• Voyant Demo - IE
• AdviserGo advanced features video - IE
• Checking a plan tools and tips video - IE
• Update and promote a plan to the new planning year video - IE

See all 17 articles

General Information and FAQs

• Steps video - IE
• Retirement Relief video - IE
• How to use Steps - Ireland
• Document Library - Ireland

What's new in AdviserGo Ireland?

• Ireland - Newsletters and Other Announcements
• Ireland software release notes, past and present

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

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

The Dashboard - Your planning control center

• How to edit, update items in a client case - IE

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?

See all 17 articles

Insights - Planning simulations

• Lump Sum Savings Insight video - IE
• Market Crash Insight video - IE
• Retirement Spending Insight video - IE
• Monte Carlo Insight video - IE
• Life Needs Insight video - IE
• Investment Returns Insight video - IE

See all 12 articles

What-Ifs - Planning scenarios

• Modelling a Market Crash using Major Loss Event and Major Loss Event Settings - IE
• What if: Early mortality - IE
• What ifs video - IE
• Tax planning using Voyant video - IE

Reports - Printable reports and reporting options

• How to view and edit the Insight reports inputs - IE
• Specify and time-span for detailed reports
• How to generate a report - IE
• Required software for viewing reports
• Financial Summary Report - About the report - Ireland
• Report Sets - How to select and save a reusable set of reports - Ireland

See all 12 articles

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

• Voyant Planning Year - Ireland
• View the cumulative taxes, tallied over the course of the plan, in the Year View of the charts, on the Taxes tab - Ireland
• Income Tax Calculations - Ireland

Plan Settings - Set the software's default assumptions

• 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
• Tax Thresholds and Allowances Can Be Escalated - Ireland

Integrations with our Irish Software - Importing client information

• How to Access the WealthTrack Integration
• How to import from BIS into Voyant

Goals and Expenses - Plan for current and future spending

• Net Worth Goal - IE
• About Goals - IE
• Property Goal - IE
• Education Goals video - IE

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

• How to model a gift or charitable donation - IE

Employment Income - Current and future income from earnings

• FAQ, Income Taxes - When are taxes assumed to be paid on incomes? (IE)
• Entering Employment Income video - IE
• Is there any difference in the Income Tax calculation applied to the different income source options? **Ireland**

Windfalls - Planning for income from anticipated future windfalls

• Windfalls video - IE

Savings - Current accounts and savings (deposit) accounts

• Withdrawal Limits video - IE

Investments - Portfolio accounts and unit linked investment trusts

• Reviewing contributions and withdrawals video - IE
• Demonstrating the value of compounding interest in Voyant - IE
• Adding Exit Tax Accounts for Education Goals: Irish Software
• Q: How do I model tax exempt clients (Ireland)

Transfers and Planned Withdrawals

• Transfers - Schedule one-off or ongoing transfers between accounts or from surplus income into an account - Ireland

Retirement - Defined Contribution (DC) Pensions, ARFs and AMRFs

• Pension planning with Voyant video - IE
• ARF / AMRF - Rules for ring-fencing a minimum balance in an AMRF
• Buy Out Bond - How to enter a buy out bond - IE

Retirement - State Pensions

• Why does the state pension increase on first death? (Ireland)

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

• How to add a loan made by your client to a third party - IE

Property and Other Non-Liquid Assets

• Property video - IE

Debts - Mortgages and unsecured debts

• One time debt overpayment video - IE

Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans

• How to update the start date of a plan - IE
• Archiving client records that are no longer in use (rather than deleting them)

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

• Your User Profile - How to update your address, email address, phone number, etc. (Ireland)
• Sharing Client Cases - How to share a client record with a colleague (Ireland)

Troubleshooting issues with AdviserGo

• How to enable cookies in your browser
• How to do hard refresh in Chrome, Firefox, Safari and Microsoft Edge
• How to clear browser cache in Chrome, Firefox, Safari and Microsoft Edge

Article Archive - Voyant Adviser

• Adding a Portfolio Account (CGT): Irish Software Example