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Working with Scenarios

Learn how to run a sustainable scenario and modify your projections.

  • Editing Values on the Planning page
  • Scenarios including a spouse
  • Recommendations
  • Running a Sustainable Scenario
  • Stress Testing Add-on
  • Plan Review Checklist
  • Expenses (Vehicles, Travel, Renovations, etc.)
  • Rebase a Scenario in New Year
  • Copying Scenarios
  • Renaming Scenarios
  • Comparing Scenarios
  • Adjusting Rates of Return and Asset Mix Throughout the Projections
  • How to Model Self-Employed Clients (Sole Proprietorships or Partnerships)
  • How to model commuting a pension
  • How to Change the Retirement Age Setting
  • Pension Income Splitting (Automatic)
  • Pension Income Splitting (Manual)
  • How to Export Projections
  • Advisor Notes
  • Randomized Scenarios
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Categories

  • Start Here
  • Webinars
  • What's New?
  • Definitions and Assumptions
  • Scenario Settings
  • Working with Scenarios
  • Client Reports
  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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