Back to all news
Voyant AdviserGo is Live
Mar 2016

We are very pleased to announce that Voyant AdviserGo is now available to our subscribers and trialists.

Voyant AdviserGo is a new adviser-driven planning tool that has been created to complement Voyant Adviser, our market-leading financial planning solution. Designed to work on all modern devices and browsers, AdviserGo is an intuitive and touch-friendly environment that uses many of Voyant Adviser's market-leading features along with a collection of exciting new interactions. Voyant AdviserGo is quick to learn and easy to use, which means that it is an excellent tool for fact-finding, building lighter financial plans, and client presentations.

What is the cost of Voyant AdviserGo?

It is FREE. There is no added cost, as long as you have a paid subscription to Voyant Adviser with either an adviser or paraplanner licence.

Voyant AdviserGo is integrated with Voyant Adviser. Your Voyant Adviser username and password will get you access. Plan changes made in one solution will show in the other. A plan created in Voyant AdviserGo can be edited in Voyant Adviser and vice versa. All of your existing client plans will be accessible in the new system. The calculations, tax rules, and business logic are identical. Whilst some more advanced Voyant Adviser features are not available in Voyant AdviserGo, anything modelled in Adviser using those advanced features is not lost in AdviserGo but just hidden. Calculations and simulations will produce identical results in both tools. Users can move seamlessly between both applications even when working on the same plan.

Will AdviserGo work on my iPad?

Absolutely! Voyant AdviserGo was designed for modern devices and browsers. This includes your iPad, Android tablet, and modern browsers such as Chrome and IE 11 and above. The design is responsive, so it will work on many smartphones including the iPhone and Android devices.

About Voyant, Inc.

Based in Austin, Texas, Voyant is a top provider of collaborative financial wellness and wealth management software for financial professionals and their clients. Voyant's solutions allow advisors to deliver a new level of value to their clients, by providing vision, expertise and access. Voyant has operations in the United States, United Kingdom, Canada, Ireland, and Australia. Voyant is a subsidiary of AssetMark Financial Holdings, Inc.
Back to all press
Back to all press