Scenarios
How to add, edit and remove scenarios for clients in LifeNumber.
Creating a New Scenario Scenarios allow you to forecast your client's financial future. Each client can have multiple scenarios. From the clien...
Tue, 20 Apr, 2021 at 5:27 PM
Scenarios allow you to forecast your client's financial future. Each client can have multiple scenarios. From the client list, click on the link un...
Fri, 2 Apr, 2021 at 1:18 PM
Copying a Scenario Each client can have multiple scenarios. To make a copy of an existing scenario, first go to the client's scenario list (see scr...
Fri, 2 Apr, 2021 at 1:18 PM