We've had a busy summer here at Voyant, preparing a massive wave of new features to make AdviserGo more robust, slick, and functional. You asked, and we heard you loud and clear. AdviserGo now has more capabilities than ever. Check out what we've got in store with our latest fall features and updates.
Long popular in Adviser, our Legacy overview page is debuting in AdviserGo. Get excited, because Legacy is loaded with tons of new features, including an estate planning flow chart.
Turn complex estate planning simple in one click by showing your clients exactly where their money goes. Take a look:
You can now view more than one estate distribution plan simultaneously. There are several ways to take advantage of this feature, including comparing plans against What If? copies.
You can even compare how estate distributions fare through different plan simulations. For instance, how will estate taxes be different if the client decides to make more charitable contributions in their lifetime? Or if one person dies unexpectedly?
This new update will allow you, the adviser, to essentially create a high level will for your clients.
Another great feature we've introduced is "Real Money," available exclusively in the UK and Ireland. With "Real Money," you can view how future assets look like in today's currency, subtracting the RPI (Retail Price Index). This way, you can equate any monetary value in the plan in today's terms.
Additionally, you can view a detailed version of this chart and see how all of your clients' individual assets - pensions, incomes, and so on - will look in "Real Money."
Please note: the ability to view Real Money in chart details in any given year (not at an event) is exclusively available in AdviserGo.
AdviserGo now has a useful Loss Capacity Insight. This Insight allows you to examine how much a plan could potentially lose (in terms of investments and pensions, excluding cash) while achieving plan objectives Please note, while the Market Crash Simulation shows what happens to a plan during a time of major market loss, the Loss Capacity simulation shows how much a plan could afford to lose:
This figure is available as both an asset percentage and a monetary value.
The Loss Capacity Insight is another way to allow advisers to provide even more comprehensive financial health management for their clients. You can show your clients you're completely looking out for this, through mortality and beyond, in any scenario.
We've also added more payment frequencies for debt repayments, savings and investment contributions, expenses, and employment earnings. Frequencies include Monthly, Annually, Weekly, Biweekly, Semimonthly, Quarterly, and Semiannually.
We're excited to introduce our Pensions Transfer Comparator. This new feature allows you to compare a lump-sum payment up against a lifetime of recurring payments. The Pension Transfer Comparator is only available in Ireland, for plans that have a final salary plan.
Feel free to email support@planwithvoyant.com with any questions or comments.
