Use Plan Review to review the selected scenario with the advisor controls available. Use Presentation Mode to show a separate audience view while keeping control in the advisor tab. Use Print Report to create a PDF that you can review before sharing.
Use Plan Review
Open the client's Financial Insights.
Confirm Current Scenario.
Open the top Financial Insights Plan Review tab.
Use the visible Cash Flow, Asset Mix, or Net Worth views for the meeting.
This is different from Analysis → Insights → Plan Review, which is the area used to review ineffective toggles.
Start Presentation Mode
Open the Financial Insights settings control beside Print Report.
Under Presentation Settings, find Presentation Mode.
Select Start.
Keep the advisor tab open to control the meeting.
Use Stop Presenting when finished.
The audience tab shows charts without the advisor sliders. The advisor tab displays: “Presentation mode active. Chart changes will mirror to the presentation tab.”
When to use a PDF report
Use Print Report to open Report Wizard, choose the scenario and available pages, and select Generate PDF Report. Review the downloaded file before delivering it.
Plan Review, Presentation Mode, and PDF reports are separate ways to review or deliver plan information.