The Create Planning Scenario tool is accessible from two locations: the Tools Pages (labeled as 'Replicate Discovery Data as a Planning Scenario') and the Assets Page (labeled as 'Create Planning Scenario'). This guide provides simple, step-by-step instructions for using this function, starting from the client dashboard incomes page.
To learn about Tools see articles:
- Replicate Discovery Data as a Planning Scenario
- How to Use The Retirement Fiscal Cliff Function for an Existing Client
- Using The Retirement Fiscal Cliff Function for a New Client
Step 1: Incomes: Note the incomes page.
Step 2: GoTo Assets: Click on the green Goto Assets button under the Incomes heading.
Step 3: Assets: Note the Assets page.
Step 4: Tools: Click the Tools link under the client's name.
Step 5: Replicate Discovery Data as a Planning Scenario: Click the green "Replicate Discovery Data as a Planning Scenario" button.
Step 6: New Scenario: You will automatically be taken back to the Structured Income Planning page, and a new scenario will be shown.
Step 7: Client Dashboard: Click the Client Dashboard link under the client's name.
Step 8: Assets: Click on the Assets link.
Step 9: Create Planning Scenario: Click on the green "Create Planning Scenario" button under the Assets heading.
Step 10: Scenario: You will automatically be taken to the Structured Income Planning page, and the new scenario shown will be identical to the one created from the Tools page.
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