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

• Logging into AdviserGo Ireland- Where do I need to go to log into the Irish version of AdviserGo?
• Problems Logging In? Where to find assistance - Ireland
• Introductory Learning Track for AdviserGo - Ireland
• Start building your first client case in AdviserGo (from the Home screen)
• How to switch on inline help in AdviserGo (Ireland)
• Contact Voyant Support - How to request support from AdviserGo and share your client case with the Voyant Support team

See all 9 articles

General Information and FAQs

• 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

The Timeline - Events and stages

• 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?
• Timeline, Events - How to edit events, change the event’s name, owner, icon, and position on the timeline
• Timeline, Events - How to edit the timing of an event, change the year or age on which it will occur

See all 15 articles

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

• View the cumulative taxes, tallied over the course of the plan, in the Year View of the charts, on the Taxes tab - Ireland

Insights - Planning simulations

• Life Needs Insight - Ireland
• Retirement Spending Insight - IE
• Monte Carlo Insight - Ireland
• Historic Insight - Ireland

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 - Ireland
• Report Cover Page - How to update the name of the adviser, company name, and address on the cover page of reports (Ireland)

See all 10 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

• 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
• Default Inflation/Growth Rates - Default Tax Table Assumption - Ireland

Integrations with our Irish Software - Importing client information

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

Employment Income - Current and future income from earnings

• Is there any difference in the Income Tax calculation applied to the different income source options? **Ireland**

Investments - Portfolio accounts and unit linked investment trusts

• 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

• 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

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

• 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)
• 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