The reusable Template Library is still in advisor preview. Debt Sequencer, Income Stacker, and Financing Modeler are public on every paid Practice tier, but templates and the five additional scenario tools remain visible only to approved preview accounts.
Accessing Templates
- Open Practice → Scenarios.
- Click New Scenario.
- Approved preview accounts can use Or start from a template to open the Template Library.
- Choose Use Template on a system or existing custom template.
- Policy Stack creates a standalone scenario with the template's stored configuration and opens the normal scenario builder.
The builder remains editable after creation. Changes auto-save, and Calculate refreshes the modeled results. Client-linked Debt Sequencer, Financing Modeler, and Income Stacker scenarios cannot be saved as reusable templates because they contain client-specific data.
Accounts outside the preview allowlist see a locked Template Library message. The current interface does not expose a public create-custom-template action.