Using Scenarios from the Advisor View

Scenarios can be created with Prospect or Client context, presented live, and reopened from the linked deal or client surface.

Creating a Scenario for a Client

Attaching Scenarios to Pipeline Deals

For a prospect still in the pipeline, create the scenario from the deal or choose Prospect context during creation:

The current interface links context when a scenario is created; it does not provide an Attach Existing Scenario action.

Presenting Scenarios to Clients

During Video Calls

Open the scenario builder and click Present for a clean, full-screen view. Screen-share only that presentation surface to keep the rest of the practice workspace out of view.

During In-Person Meetings

Open Present on a tablet or second screen. Use Share separately when the client needs a read-only web link.

Adjusting Live

Return to the builder, update the input, and click Calculate. Changes auto-save, and an active share link reads the latest saved scenario when reloaded.

Sending a Debt Sequencer Scenario to a Client Account

For a connected client with read consent, a client-context Debt Sequencer scenario can be sent to the client's account for review:

Opening the shared or printable view does not accept the handoff. Accepting first walks the client through reconciling the plan: it discloses how many external obligations will be added to their Liabilities, lets them link each obligation to an existing tracked liability or add it as a new liability, and — where a linked liability's recorded balance differs from the sent plan — lets them choose which balance carries forward. Accept and Add to Payoff Path then creates the client-owned Payoff Path using those choices. Denying records the response without creating client-owned financial rows. Until the client finishes setup, their Payoff Path detail page shows a Getting set up checklist for what's still open.

Printable Scenario Views

Every calculated scenario can open a print-formatted browser view:

Printable views are static captures for:

• Sending to clients who prefer a document over a link
• Attaching to email follow-ups after a meeting
• Including in client files for compliance documentation

Organizing Your Scenarios

As your practice grows, the scenario list can become long. Keep it manageable:

• Name consistently — always include the client name and date
• Choose context at creation — Client and Prospect contexts keep new scenarios linked to the applicable record
• Duplicate before branching — use the scenario-list action menu when a separate variant is needed
• Filter the list — narrow by tool type or status; the current list does not include free-text search or archive actions