Document library - UK

Installing Voyant

Installation Guide

Basic Operational Requirements

 

First Steps, Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

AdviserGo and VoyantGo Quick Start Guide

Snapshot Quick Start Guide

 

Cash Flow Basics

An introduction to the basics of cash flow in Voyant.

 

Fact Find (Questionnaire) - Voyant's importable fact find

Importable Voyant fact find (UK) - Full version 

Importable Voyant fact find (UK) - Expense questionnaire. Shortened version, for collecting basic personal details and expenses only. 

Guide - How to import data into Voyant from an importable fact find

 

 

General Documentation

Account, Subscription Management

Initial Subscription Setup
Share client cases in your new Voyant subscription, invite colleagues to use available licences, and set user permissions

Subscription Management
Ongoing subscription administration. How to manage your Voyant subscription and user permissions.

 

Elevate

Technical user guide for the Elevate platform release of Voyant. 

 

Market Assumptions

Adding your firm's market assumptions to the software.

Example File - Investment averages

Example File - Correlation Coefficient

Example File - Model Portfolios

 

 

Offline Mode

A guide to setting up Voyant for use offline and best practices to follow when using the software in offline mode.

 

Rebranding

Guide to Voyant Rebranding (White Labelling)

Custom System Preferences (form)

Customised Reports Sets (sample file)