Open the client's Financial Insights.
Confirm Current Scenario.
Open Assumptions.
Select Portfolios or Portfolios - Asset Allocations, according to the label shown.
Review the portfolio, risk-profile, allocation, and fee fields that are visible.
Enter only values approved for the client plan.
Select Save when that control is shown.
Reopen the same scenario area and confirm the saved values.
Advisor Settings provide starting portfolio values when a new scenario is created. Changing Advisor Settings later does not update an existing scenario, and copying a scenario keeps the source scenario's values.
To replace the supported portfolio, allocation, custom asset-type, and related return fields with the current Advisor Settings values, select Sync with Advisor Settings on the scenario's Portfolios tab. This does not update the whole scenario.