Documents - Master document library

Canada

First Steps, Quick Start Guides and Tutorials

AdviserGo and VoyantGo Quick Start Guide

Snapshot Quick Start Guide

 

Ireland

First Steps, Quick Start Guides and Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

AdviserGo and VoyantGo Quick Start Guide

Snapshot Quick Start Guide

 

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

Importable Voyant fact find (Ireland). Comprehensive version. 

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

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

 

United Kingdom

First Steps, Quick Start Guides and 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

 

Rebranding 

Customised System Preferences (form) 

Customised Reports Sets (sample file)

 

Voyant for Elevate

Technical user guide for the Elevate platform release of Voyant Adviser. 

 

United States

First Steps, Quick Start Guides and Tutorials

Voyant Adviser Quick Start Guide

Voyant Adviser Introductory Tutorial

AdviserGo and VoyantGo Quick Start Guide

Snapshot Quick Start Guide

 

General Documentation

Installing Voyant Adviser

Installation Guide

Basic Operational Requirements

 

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.

 

Market Assumptions

Adding your firm's market assumptions to the software.

Example - Investment averages

Example - Correlation Coefficient

 

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 (Excel form) - Canada

Custom System Preferences (Excel form) - Ireland

Custom System Preferences (Excel form) - UK

Custom System Preferences (Excel form) - US

Customised Reports Sets (sample file)