Voyant Go New Features & Presentation Ideas - 27th April - 1300 to 1630
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. It will be particularly useful for those who are moving from Voyant Advisor to Voyant Go.
How advisers can best use the system and also how to interact with clients with the system.
New additions Plan Build Plan presentation ideas
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. It will be particularly useful for those who are moving from Voyant Advisor to Voyant Go.
How advisers can best use the system and also how to interact with clients with the system.
- New additions
- Plan Build
- Plan presentation ideas