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News from Voyant
Welcome to this month's newsletter, a roundup of updates from Voyant. We are sending this to you because we want to keep you in the loop, but you can unsubscribe at any time.
What’s New in AdviserGo
Our new Goal Priority Analysis Insight allows you to add and remove goals or categories of goals to see the impact this has on the plan. Take a look here - Goal Priority Analysis Insight
Special events have been added to the timeline in AdviserGo for modelling critical illness, disability, and long-term care, as well as adding multiple market losses to what-if plans. A brief video on how to use two of these special events to model a loss of income and the payout from an income protection policy can be viewed here.
The Monte Carlo insight has been updated to allow for runs of up to 1,000 iterations. A slider has been added to this insight, allowing you to specify the number of iterations from 50, the original limit, to 1,000.
Fees can now be edited at the account level in AdviserGo. While the initial default fees will continue to be applied from Plan Settings, these defaults can be overwritten at the account level for investments, savings, money purchases and drawdown pensions.
There have also been several additions to Reports.
Generate Reports on Behalf of Others - Firms with employees who are responsible for generating reports on behalf of their colleagues now have the option to grant these users special permissions to generate reports with cover sheets that bearing the name and contact information of other advisers.
Balance Sheet Report - Long popular in Adviser, our Balance Sheet Report has now been added to AdviserGo.
Data Extract Report - You are now able to produce a spreadsheet containing all data for the plan you are producing. How to use the Data Extract Report in AdviserGo
Insights Reports - You can now produce reports for the following Insights.
- Loss Capacity
- Annual Savings
- Investment Returns
- Life Needs
- Lump Sum Savings
- Retirement Spending
Coming Soon
We will soon be rolling out more features. Here is a brief preview of what's to come:
- Ability to add and edit Stages on the timeline in Adviser Go;
- Plan data comparison (diff) tool, which identifies all of the differences between any two plans selected for comparison, plus the ability to restore deleted items and revert changes;
- An option to designate the beneficiaries of individual assets for estate planning;
- Reusable report sets and a redesign of the Reports screen;
- Output of freeform notes into reports;
- Plan attestation;
- Cumulative tax totals by type onscreen in the year view and in reports;
- Onscreen balance sheet.
A Spotlight on Goals
Goals - what are they? What is the difference between a Goal and an Expense? Find out here. And in this short video Liz Norris demonstrates how to set up a goal -- in this case an education goal -- in AdviserGo.
Training
Inline help is a useful feature which provides relevant help topics as you build a plan in AdviserGo. Inline help will assist you with entering information into the fields that have a green dotted line underneath. Learn more here.
We are pleased to announce that we are now ready to restart our face to face in-house training sessions, provided that you can offer a meeting room which meets the guidelines for a COVID secure workplace. One of our training team can come to your office to deliver a training session on Adviser Go and can tailor the content to the needs of your team. The cost for this is £500 per half day.
Alternatively, we are still offering remote in-house training events, at a cost of £100 per hour using either Teams or Zoom.
Later in the year we hope to be able to offer our group training sessions in regional locations.
If you would like to discuss in house training please contact support@planwithvoyant.co.uk
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