While many people make New Year's resolutions, here at Voyant we prefer to get a head start before the clock strikes midnight. Here's how we're improving before 2019:
You'll no longer input Withdrawals under Investments or Pensions. Instead, Withdrawals will have their own section. While you will be able to set withdrawal limits in pensions and investments, organizing withdrawals from all accounts will now only take place in the Planned Withdrawals section. This change will introduce some additional flexibility, making it easier to structure withdrawals according to the clients’ needs.
You now have the option of selecting multiple withdrawals without navigating from screen to screen, increasing efficiency for multiple account withdrawal strategy.
The changes in Adviser are all built to keep consistent with AdviserGo. Therefore, AdviserGo has already implemented these special features. More consistency means and easier learning curve for you, our clients.
Fear not, a more detailed video explaining these changes in depth is on the way. Question? Comments? Drop us an email at support@planwithvoyant.com
