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Digital Advice - Why is one of the strategies disabled?

Learn how to identify why a strategy is disabled in Digital Advice and how to resolve it.

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Why is one of the strategies disabled?

A greyed-out tile on the strategy selection screen indicates missing data or an irrelevant strategy based on the client's existing Fact Find information.

With Superannuation, you need to add a Superfund in Fact Find before proceeding to create superannuation strategies. Similarly, when adding a bank account in assets, select the term deposit checkbox to enable the term deposit strategy.

📌Note

It is recommended to complete scenarios in the correct sequence before leaving them.


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