Advisor Settings

Workspace defaults that seed new scenarios — Advisor Profile, Financial Insights Settings, Branding, sharing, Report Wizard, and Billing.

9 articles

How to edit your Advisor ProfileOpen Advisor Profile, update an available field, and save the change.

How to review and save available Base Assumptions defaultsSave Base Assumptions in Advisor Settings and verify client-specific assumptions on the scenario.

How to review and save available Spending defaultsSave Spending defaults in Advisor Settings and verify spending assumptions on the selected scenario.

How to set the default Excess/Deficiency orderSet the deposit and withdrawal order used as the starting default for new scenarios.

How to review and save available Rate of Return settingsReview and save the Rate of Return fields and custom asset-class controls shown in Advisor Settings.

How to review and update visible Portfolio settingsReview and update visible Portfolio settings in Advisor Settings, then verify the selected scenario.

Understanding Advisor Settings defaults vs client and scenario settingsUnderstand which Planworth settings apply to new scenarios and which settings remain with a client or scenario.

How to set Report Wizard defaultsSet advisor-level fonts, print orientation, cover details, and templates used when Report Wizard opens.

How to review and save available Display OptionsSave visible Display Options in Advisor Settings and verify presentation on the intended scenario.