What do Advisors do?

Updated 5 Oct 2026 · 3 min read

Some questions need more than one fact. "Am I ready for my trip next month?" means checking passports, visas and travel insurance together. That's what advisors are for. Each one looks at your whole vault through one subject, its own kind of documents first, and thinks across them.

There are nine:

Travel
Medical
Finance
Home
Vehicle
Legal
Family (the Family Coordinator)
Education
Insurance

Ask an advisor

Click Ask ViamOne in the left menu.
In the row at the top, click an advisor, such as Travel or Insurance.
Type your question, or click one of the suggested ones.

To go back to everyday questions, pick ViamOne again. You don't always need to choose: when you ask ViamOne something like "should I" or "am I covered", it hands the question to the right advisor.

What you get back

An advisor's answer explains its thinking and names the documents it used. It may also offer buttons:

Remind me sets a reminder on a suggested day, which you can change before you confirm.
Add to Home puts a task on Home, such as "Renew passport".

Under some answers you'll also see documents that are expiring or missing, each with Add to Home. Nothing is added until you tap.

Security: Advisors only look inside your own vault. They never see another family's documents or anything in a private folder.

Advisors watch for you

Advisors keep an eye on your vault every day: a passport coming up for renewal, an insurance policy about to lapse, a document the family seems to be missing. When they spot one, it becomes a task on Home.

On the web, the Ask page shows how many things your advisors are watching, with See on Home. On the phone, the advisor grid shows "watching" and a number, or "all quiet".

Choose how far ViamOne goes

The vault owner decides this on the web, under Settings › Security & AI help › How ViamOne helps:

Remind me: puts the task on Home and reminds you.
Show me how: also adds a step-by-step guide written for that document.

Nothing ever runs on its own.

Important: Advisors help you understand your own papers. They aren't a doctor, lawyer or financial adviser.

Didn't work?

The advisor missed a document I know I have

It may not have been read yet, or it may be in a private folder, which advisors never see. See When will my document be read? and What is the private folder?.

An advisor keeps raising something I've already dealt with

Mark the task done on Home, or upload the newer document so the advisor can see it's sorted. See How do I add, complete and get reminded about tasks?.

I can't change How ViamOne helps

Only the vault owner can change it.

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