Voyant Go New Features & Presentation Ideas - 930 to 1230

The session will include technical demonstrations of Voyant. It is designed for those who want to bring their use of cashflow modelling to the next level and get more engagement from their clients.

How advisers can best use the system and also how to interact with clients with the system.

  1. New additions
  2. Software 
  3. Hardware
  4. Plan presentation ideas
  5. Reports - what to give clients

Tickets

Schedule

August 27th, 2021

9:30am – 12:30pm UTC
Voyant Go New Features & Presentation Ideas

The session will include technical demonstrations of Voyant. It is designed for those who want to bring their use of cashflow modelling to the next level and get more engagement from their clients. How advisers can best use the system and also how to interact with clients with the system.

  1. New additions
  2. Software 
  3. Hardware
  4. Plan presentation ideas
  5. Reports - what to give clients

April 5th, 2022

9:30am – 12:30pm UTC
Voyant Go New Features & Presentation Ideas '22

The session will include technical demonstrations of Voyant Go. It is designed for those who want to bring their use of cashflow modelling to the next level and get more engagement from their clients. How advisers can best use the system and also how to interact with clients with the system.

  1. New additions
  2. Plan Building
  3. Presenting Ideas

Additional Information

August 27th 2021 930am to 1pm

The session will include technical demonstrations of Voyant. It is designed for those who want to bring their use of cashflow modelling to the next level and get more engagement from their clients.

How advisers can best use the system and also how to interact with clients with the system.