Ireland

Articles and other resources related to our software for financial professionals in Ireland.

Trialing Voyant AdviserGo - Our planning software for financial professionals

Getting Started - First steps, building your first client case in AdviserGo

See all 9 articles

General Information and FAQs

What's new in AdviserGo Ireland?

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

The Timeline - Events and stages

See all 15 articles

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

Insights - Planning simulations

Reports - Printable reports and reporting options

See all 10 articles

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

Employment Income - Current and future income from earnings

Investments - Portfolio accounts and unit linked investment trusts

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

Retirement - State Pensions

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