Pardon the pun, but we’ve decided to dial things back by eliminating radio buttons in AdviserGo.
Instead, we’ve replaced radio buttons with easy to use dropdown menus that make it easier to mark fields as yearly or monthly, yes/no, and so on. You can see the change in the following video (please watch in HD):
This update is applicable throughout AdviserGo, but it is especially prevalent under Insurance/Protection.
Thanks to a little engineering magic, our Insights are running quicker than ever in AdviserGo. Additionally, after clicking “Get Started” on an Insight, each tweak you make to an Insight will auto-load, saving you the hassle of more clicks (please watch in HD):
We’ve added a new way to filter through client plans in AdviserGo, assuming three or more plans with at least one active plan.
If you go to your plan information and click ‘plan details,’ you can now filter plans based on whether they are advisor or consumer-created, active plans or copies, or their dates. This prevents you from having to click on the details for every single plan in order to view them (please watch in HD):
As always, we’re working hard to make Voyant continually more accessible for your convenience.
