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VIDEOS

Capacity for Loss Market Crash Simulator

Voyant is introducing a Loss Capacity / Market Crash simulator as part of our Voyant Adviser service. Advisers enter in a market downturn event similar to recent market events and see the effects visually on a client's portfolio.

Scenarios - Downsize or Upsize a Home (Part 1 of 2)

We demonstrate how to model the future downsizing of a home in a what-if planning scenario.

Scenarios - Downsize or Upsize a Home (Part 2 of 2)

Part 2 of 2 - In the following video we will demonstrate how to model the future downsizing of a home in a what-if planning scenario.

Voyant and FinaMetrica - Integrating Risk and Financial Planning

We are pleased to announce that Voyant has integrated with FinaMetrica by implementing their award winning risk profiling solution into Voyant Adviser as a bolt-on offering.

Updating Plans

Learn how the planning year is set in Voyant, how to change it, and how to run a general update of a plan when performing an annual client review. We will also demonstrate how updated base plans can be used to track client progress.

Replacement Mortality Events

Learn how to create what-if planning scenarios modelling an earlier than assumed mortality using Voyant's new replacement Mortality events.

Money Purchases and Unsecured Pensions (Part 1 of 2)

Part 1 of 2 - Learn more about Voyant's revised and fully expanded features for money purchases and unsecured pensions.

Money Purchases and Unsecured Pensions (Part 2 of 2)

Part 2 of 2 - Learn more about Voyant's revised and fully expanded features for money purchases and unsecured pensions.

Immediate Estate and IHT Summaries, Reports

Discover Voyant's new Immediate Estate and IHT Summaries. Estate and IHT summaries are displayed on the Overview, Legacy screen and can be output in printable Word and PDF format reports.