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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

Based in Austin, Texas, Voyant is transforming wealth management through its Wealth Experience Platform- a breakthrough solution empowering financial professionals to deliver extraordinary client experiences. By combining cutting-edge technology with intuitive design, Voyant enables advisors to visualize complex financial scenarios through interactive, engaging digital tools. The platform revolutionizes client interactions by bringing wealth management to life with sleek visuals that instantly communicate value and potential future impacts. Financial professionals can effortlessly explain intricate concepts, uncover new client opportunities, and accelerate business growth. Voyant's commitment to client delight-focused strategies sets a new standard in the industry, helping advisors build deeper, more meaningful client relationships while simplifying the wealth management journey. Voyant has operations in the United States, United Kingdom, Canada, Ireland, and Australia. Voyant is a subsidiary of AssetMark Financial Holdings, Inc.

Contact
sales@planwithvoyant.com
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