How to create Planning Scenarios

Once you've selected a client, if you look to the top of the page and select "Plan". From here, you can create cases for specific financial goals, as well as creating plans and cashflow models for these goals. 

Click "Add Plan Scenario" on the right to add one;

Once you've done this, you can create scenarios and sub-plans to test for different ideas; with different levels of Risk Profile, possible investment solutions, possible tax solutions, associated costs and charges and volatility.