Advice Designer

Click on the Vertical Ellipse “⋮”

1. Click on the Plans tab
2. Click on the Vertical Ellipse “⋮”
3. Select View Presentation

1. Click on the Clients tab
2. Click on the Vertical Ellipse “⋮”
3. Select View Plans
4. Click on the Vertical Ellipse “⋮”
5. Select View Presentation

Plan Presentation: View Plan Presentation

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Plan Presentation: View Plan Presentation

View Plan Presentation

How to access the Plan Presentation

Via the Plans tab

Via the client profile