Use scenarios in Financial Insights to keep distinct planning paths for the same client.
What a scenario is
A scenario is one saved planning path. It contains the scenario's assumptions, goals, toggles, and projected results.
The Evaluation and a scenario have different roles:
The Evaluation records the client's information.
A scenario applies saved assumptions and planning choices to that information.
Creating, duplicating, renaming, or deleting a scenario does not edit the Evaluation.
Why use more than one scenario
Keep separate scenarios when the advisor needs to compare distinct planning paths, such as different retirement dates or major spending choices. Use clear names so each path is recognizable under Current Scenario.
When a new path should begin from an existing plan, duplicate that scenario and edit the copy. This preserves the original planning path.
Evaluation changes and saved assumptions
New scenarios receive creation defaults from the client profile and available advisor settings. Existing scenarios keep their saved assumptions until those assumptions are edited.
Return to Evaluation opens the Evaluation. It does not refresh the saved assumptions in the current scenario.
Return to the Evaluation
In Financial Insights, select Return to Evaluation.
Open the Evaluation section you need, review or edit the information, and save when a save control is shown.
Reopen Financial Insights and confirm the intended scenario under Current Scenario.
How scenarios are managed
Current Scenario switches the planning path you are viewing.
The pencil opens Scenario Management.
New Scenario starts a separate setup.
Clone scenario duplicates the current scenario.
Default Scenario sets which scenario opens by default for the client.
Scenario For Comparison selects another scenario for supported comparison charts.
Delete Current Scenario removes the selected scenario, not the Evaluation.