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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.
AdviserGo Webinar Series
We have run the first three webinars in our AdviserGo webinar series. If you missed them, the catch up links are below:
AdviserGo Webinar Series - Data Entry - Watch here
AdviserGo Webinar Series - Presenting Voyant - Watch here
AdviserGo Webinar Series - Saving Money - Watch here
Following on from these webinars, did you know there is a wide range of resources you can access either in our Knowledge Base;
Coming up next, we have the following webinars:
Introduction to AdviserGo - UK
In this introductory webinar we will be looking at how to navigate Voyant AdviserGo, how to enter information to create a plan, interpreting the charts and where to find and check the assumptions used in the projections. This webinar will take around 45minutes.
Thursday 18th November - 11:00 AM GMT - Register Here
AdviserGo Webinar Series - Stress Testing - UK
In this webinar we will be looking at how to Stress Test a Cash Flow plan. This includes how to model Market Crashes and using the Loss Capacity, Investment Returns and Monte Carlo Insights. We will also cover growing assets by a Portfolio rather than an Entered Growth Rate and what impact this has when running the Insights. This webinar will take around 30minutes.
Wednesday 1st December - 2:30 PM GMT - Register Here
AdviserGo Webinar Series - Money Purchase Pensions and Planned Withdrawals - UK
In this webinar we will show you how to crystallised a Money Purchase Pension in Voyant to pay out the Tax Free Cash. We will also show you how to take a Planned Withdrawals from the drawdown pension up to the Personal Allowance. This webinar will take around 30minutes.
Thursday 9th December - 2.30 PM GMT - Register Here
What’s New and Coming Soon in AdviserGo
New - Taxes (Detailed) Report
The Taxes (Detailed) report projects the level of taxes owed in each year of the plan. Projected taxes are broken down by type, including Income tax, Capital gains tax, Dividend, LTA or Other Taxes (which also includes any Onshore or Offshore Bond tax). Taxes are estimated based on your sources of income and taxable status of your accounts and property. A cumulative total shows sums all projected taxes up to that year in the plan.
New - Market Assumptions
Voyant provides default market assumptions as a courtesy to our users. These market assumptions are provided by external partner organizations. Voyant’s partnership with our previous provider had come to an end. We have selected Dimensional Fund Advisors (DFA) as our newest partner for default market assumptions. DFA is a globally recognised leader in asset management and has an extensive process for developing their market outlook.
Market assumptions are refreshed on a regular basis. With current economic trends, there is a growing consensus in the industry that market outlooks will be considerably more volatile in the coming months than they have been recently. Please remember that you are always welcome to configure your own market assumptions in Voyant, this includes working with external partners of your own choosing to provide market assumptions.
For further information please click here.
The following features will be coming in the November release of Voyant.
- Creating multiple Report Sets - The second phase of Report Sets will soon be available. On the Reports screen, advisers will have the option to create multiple Report Sets and store them indefinitely;
- A redesign of the reports screen- The Reports Screen has undergone a makeover. We’ve made some feature updates to make them more in line with the rest of the application;
- Net Worth Goal - The Net Worth Goal calculates whether the client has the desired net worth amount in the plan at the selected event. The net worth is calculated at the beginning of the year.
We will then be rolling out more features. Here is a brief preview of what's to come in the following months:
- 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;
- Attestation;
- Output of freeform notes into reports;
- Onscreen balance sheet;
Integrations
Voyant currently offers integrations with back-office systems, risk profiling tools, trading and wrap platforms, data aggregation services, fund pricing feeds and other data providers. A full list of these can be found here.
We also have integration videos and guides for Iress xPlan and Intelliflo as shown below:
xPlan/Iress integration video
Iress integration guide
Intelliflo integration video
Intelliflo integration guide
Training
If your team are now back in the office, why not book a bespoke in-house training session? Experience has shown that face to face training encourages everyone to engage and get the most value from the session. For new users this might be a comprehensive introduction to the software, for existing Adviser users we can run a refresher session aimed at helping you make the transition to using AdviserGo, or we can focus on specific topics such as decumulation planning, IHT planning etc.
One of our training team can come to your office to deliver a half day training session on AdviserGo, the cost is £500.
If not all of your team are back in the office as yet, we can run a hybrid session, some people in the office, and others joining via Teams or Zoom.
To discuss in house training please contact support@planwithvoyant.com.
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