Digital Advice – Creating Scenarios
🔷 Search and open your client.
🔷 Go to the Digital Advice page from the clients top menu bar.
🔷 Select Scenarios.
🔷 Select Add Scenario.
This will take you to the entity selection screen where you can choose if the advice is for the client, partner or joint.
🔷 Enter the name of your Scenario. A default value will be created for you but you can edit to make this more meaningful for your scenario.
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You can not edit fact find data after you have started your advice so ensure everything is entered before you start. |
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Your fact find data is not updated from details you enter into Digital Advice. |
🔷 Next step is to select what advice strategies you wish to include.
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The strategies available depend on the advice template attached. |
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If a strategy is greyed out – this means your client is not able to use this strategy as they may not have the asset. |
🔷 Click on a Strategy to select it. It will change colour so you can easily identify.
🔷 Click it again to remove.
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Missing a strategy? If you can’t find a strategy, you can add a new strategy page in your generated output and add your strategy text directly to this. |
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Adding a strategy to your template. If you write a strategy regularly and it is not in your or your Licensees template, this can be added. Contact support to discuss your needs. Costs may apply. |
🔷 Next step is to link the selected strategies with your client goals.
🔷 Click on the button to select a strategy to link to the goal. Click again to remove.
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Goals need to be entered into the Fact Finder before you begin. |
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You can select multiple strategies for each goals. |
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Not allocating a Strategy to a Goal will scope the Goal out of your advice. |
🔷 Click on Proceed once you have finished.