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Digital Advice - How do I edit a scenario or a particular strategy in a scenario?

Learn how to edit a scenario or adjust a specific strategy within a scenario in AdviserLogic Digital Advice.

Updated over a week ago

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How do I edit a scenario or a particular strategy in a scenario?

If the scenario is incomplete, select the Resume button on the scenario card to go back to the screen where you left.

Alternatively, select the strategy name on the scenario card, it will navigate directly to that section.

⚠️Important

Support logins have read-only access to scenarios. Only Paraplanners and Advisers can create or edit scenarios.

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