The Advice Scenario Card in AdviserLogic’s Digital Advice module provides a visual summary of each advice scenario, allowing you to quickly review progress, access actions, and manage outputs. These cards act as the central control point for each scenario, helping you efficiently track completion status, update data, and generate advice documents.

By using Scenario Cards, you can streamline your workflow, ensure accuracy, and maintain organised, compliant advice records.

Once you have created a Digital Advice Scenario, it will save the record and show on the Digital Advice Scenario screen.

Advice Scenarios where all basic Digital Advice flow entry is completed will display a green banner with Scenario is Complete and a Review button. Scenarios which are in progress, will display a blue banner withe Resume working on and a Resume button.

All strategies within a scenario will be listed. Completed strategies will have a green tick next to them.

At the bottom of the Scenario cards, you will find a date stamp when it was last edited. You can also see the date and time stamp from when the client fact find data was taken. If you modify client fact find data after you have created a scenario you must select the circular arrow at the bottom right of the scenario in order to pull this new data through.

Hovering the mouse over the card will display additional information.
At the top left you can see and edit the Scenario name, you can also see a percentage of completion.

​Resume will take you to where you left off. Select the rubbish bin icon to delete a strategy section.

Use this option to preview and edit your SoA document.

You can download the SoA to PDF and if you are a Morningstar Research subscriber, you can also download the associated research.

For Morningstar Research subscribers, you can also select to download the SoA and if Morningstar Research in a single zip file.

Add other strategies to this scenario.

Delete the entire scenario. Note once deleted it can not be restored.