Scenarios & Sharing

Scenario Tools Overview

Sharing Scenarios with Clients

Tracking a Client Handoff

See where a scenario you sent to a client stands, without opening their data.

Using Scenario Templates

Scenarios in Client Meetings

Creating a Client Scenario

Presentation Mode Guide

Setting Scenario Context

Comparing Scenario Versions

Capital Deployment Strategies for Advisors

Using Scenarios from the Advisor View

Printing or Saving Scenarios as PDF