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How to Access the Digital Advice Module
You can access the Digital Advice tab from the top menu bar within a client's record.
If you can not see Digital Advice:
Go to Tools > Adviser Profile (left panel)
Under Adviser Profile, slide the Digital Advice toggle to enable.
📌Note
Any open clients need to be closed and reopened for the digital advice button to appear in the menu bar.
Steps to complete before starting your Advice
Before developing a strategy, complete the following modules to incorporate your recommendations.
Fact Finder
Client Risk Profile
Complete any cashflow modelling required
Complete the Transition to Retirement calculator (if required)
Update Digital Advice settings, including attaching the correct template
⚠️Important
Support logins have read-only access to scenarios and cannot create or edit them. In addition, Support logins do not have access to Advice Tools. Only users with the Paraplanner or Adviser role can access Advice Tools and create or edit Digital Advice scenarios.