Getting Started - First steps, building your first client case in AdviserGo
Are you new to AdviserGo and want to become acquainted with the software? Here you will find the resources to get you started.
- Logging into AdviserGo UK - Where do I need to go to log into the UK version of AdviserGo?
- Problems Logging In? Where to find assistance - UK
- First Steps - Getting Started with AdviserGo (Videos)
- Begin entering a new client plan in AdviserGo
- How to add items to a client plan
- Contact Voyant Support - How to request support from AdviserGo and share your client case with the Voyant Support team
- Help us help you - What information does support generally need to troubleshoot and answer questions?
- How to add a spouse, partner or child to a client record
- Steps - How to change the amount of an expense, income, savings contribution, growth rate etc. at a specified event
- Logging into AdviserGo UK - Where do I need to go to log into the UK version of AdviserGo?
- Start building your first client case in AdviserGo (from the Home screen)
- Document and Video Library - UK
- How to switch on inline help in AdviserGo (UK)
- Find and open existing client cases in AdviserGo
- Introductory Learning Track for AdviserGo - UK
- FAQ, System Requirements - What will I need to use AdviserGo?
- Import client information from an integration partner into AdviserGo
- How to add AdviserGo to the home screen of your iPad, iPhone or Android device
- How to edit, update items in a client case
- Integrations - How to activate integration services (subscription owners and managers only)
- Select a video library