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  2. VoyantGo for Clients
  3. FAQs

FAQs

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  • VoyantGo FAQs
  • What is VoyantGo?
  • Where do I go to invite clients to use VoyantGo?
  • Is VoyantGo used to share plans that I create for my clients or is it used to invite clients to build their own cases?
  • Are clients editing in VoyantGo plans created by the adviser?
  • Do clients see all the “what-if” plans (scenarios) created by an adviser?
  • Is my view of the plan in AdviserGo any different from my client's view of it in VoyantGo?
  • Can VoyantGo (and AdviserGo) be rebranded and if so, what is the cost?
  • Is VoyantGo tablet friendly? Will it work on my iPad?
  • Is Java needed to run VoyantGo?
  • Can VoyantGo be used offline?
  • Does VoyantGo replace Voyant@Home?
  • What is the cost of VoyantGo?
  • Do I need a VoyantGo license for every client I have in Voyant?
  • Does VoyantGo synchronise changes with Voyant Adviser and AdviserGo?
  • Discrepancy between the number of invitations available and the number of VoyantGo (client) licenses used
  • Can I remove a client's access to VoyantGo and reassign it to another client?

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