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.
- New additions
- Software
- Hardware
- Plan presentation ideas
- Reports - what to give clients
Tickets
Schedule
August 27th, 2021
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.
- New additions
- Software
- Hardware
- Plan presentation ideas
- Reports - what to give clients
April 5th, 2022
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.
- New additions
- Plan Building
- 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.