Open Advisor Settings from the account menu to review your profile, branding, planning defaults, and report settings.
Review your profile and branding
Select your name or profile picture.
Select Advisor Settings.
Review Advisor Profile and update the available fields.
Select Save.
Open Branding when it is available. Review the firm name, logo, profile picture, and colour fields shown, then save approved changes.
Review planning defaults
Open Financial Insights Settings. Review each available section and save only the defaults your firm has approved.
Saved Advisor Settings combine with current client information to provide starting values when you create a new scenario. Changing Advisor Settings later does not change existing scenarios, and copying a scenario keeps the values and toggles from the source scenario.
On an existing scenario, Sync with Advisor Settings under Rate of Return or Portfolios updates the supported return and portfolio fields. It does not update the whole scenario.
Review report settings
Open Report Wizard Settings. Review Report Appearance and Page Templates using the controls displayed.
Report Wizard uses saved fonts, print orientation, cover details, and templates when you open it. Reopen Report Wizard after changing these settings. Reports already generated are not updated.
If a setting does not appear as expected, contact Planworth Support with the settings area, scenario, and screenshot.