Voyant Go New Features & Presentation Ideas - 5th April - 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 Plan Build Plan presentation ideas Reports - what to give clients
Tickets
Additional Information
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
- Plan Build
- Plan presentation ideas
- Reports - what to give clients