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Overview
In AdviserLogic’s Digital Advice module, a Scenario represents a specific advice process tailored for a client. Creating a scenario lets you define the client context, select appropriate strategies, and work through the Digital Advice Builder to prepare compliant advice documents. Each scenario you create is saved within the client’s record for future review or editing.
How do I create a scenario?
Go to Client, Select Digital Advice > Scenario.
Select Add First Scenario if you are using Digital Advice for the first time.
Select the blue + icon (upper left) when you want to create another scenario.
