Advizr's New What Ifs

Overview of Advizr's New What Ifs Functionality

Layout: The What Ifs will now appear on the right-hand side of the screen so the results and impact of the changes can easily be viewed.

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Highlighting of Applied Changes: Any changes in the specific What If plan will be highlighted in a new section called Applied What Ifs. Clicking this section will reveal all of your changes as well as provide the ability to reset the plan by quickly removing any or all of the changes. The “Reset” message will go away and any changes to the base plan will automatically be accounted for in the What If Plan or will appear as a change.


Creating / Editing and Copying What If Plans – the process has been simplified with the creation of a Manage What Ifs now in Settings

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Stress Testing – Changes made under Stress Tests will now be reflected in the What If Plan Results

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