In case you missed it, here are some of the features Voyant has released in 2018. Get familiar with them and let us know if you have any questions!
Planned Withdrawals now have their own designated sections in both Adviser & AdviserGo. Along with Withdrawals, read about Transfers & Withdrawal limits in this blog post and our support database.
Adviser and AdviserGo are now featuring a new and improved line of credit module, which includes a "Percent of Equity" option.
Meet expenses as needed from a line of credit. You can even make payments and payoffs as you would a regular debt.
Surplus income, previously modeled as "spent" money, can now be tucked into retirement savings with a "Save All Surplus Income in Retirement" option.
Timeline has gotten a makeover! The new Timeline in AdviserGo includes a drag & drop feature to make selecting and arranging events easier than ever.
Reports have also undergone a revamp. Plan summaries now have configurable mentions, and an easy to navigate Retirement Summary.
Also improved is AdviserGo's All Client Search, where we've added "My Clients" and "All Clients" to improve the client search. You can also update clients and create accounts in bulk.
When it comes to client records, users with a Client Archiver role allows you to flag client records easily to be excluded from client search, synchronization, and analytics.
Lastly, we've introduced a new Teams functionality, which allows for teams to be set up for sharing select client cases with colleagues outside of your own team.
The Retirement Simulation now gives you the option to include or exclude taxes. And speaking of simulations, we've added a Potential IHT simulation to AdviserGo.
You can now change your plan name under the My Plans popup.
Hide All/Show All toggles for charts are now available. You can now swiftly control how much chart information is available at once.
