Advisor Settings provides starting defaults for scenarios. Use a Sync with Advisor Settings control only where it is visibly available, and review the values before and after the action.
Record the sync
Confirm the relevant values are saved in Advisor Settings.
Open Financial Insights and confirm Current Scenario.
Open Assumptions.
Record the scenario values before syncing.
Select Sync with Advisor Settings where it is shown.
Record the values shown after the action.
Save if Planworth presents a save action.
Workspace defaults, client facts, and scenario settings are separate layers. If the control is missing or the before-and-after values cannot be reconciled, contact Planworth Support with the Advisor Settings values, scenario, Assumptions area, and visible results.