Where would an advisor go to show up to four different scenarios side-by-side?

Where would an advisor go to show up to four different scenarios side-by-side?

• A. Decision Center
• B. Goal Planner
• C. Advisor Dashboard
• D. Monte Carlo Results

Answer: (B)

Showing up to four scenarios side-by-side is a capability tied to planning where you actively map out different paths to reach specific goals. The Goal Planner is designed for this kind of what-if analysis: it lets you model multiple approaches to a goal—adjusting contributions, timing, or assumptions—and compare their outcomes all at once. That side-by-side view makes it easy to see which path best meets the goal and how sensitive the plan is to changes, which is exactly what an advisor needs when discussing options with a client. Other features serve different purposes. The Advisor Dashboard focuses on an overview of client information and tasks rather than comparing goal-oriented paths. Monte Carlo Results present probabilistic risk and overall plan viability, not discrete, side-by-side goal scenarios. Decision Center emphasizes selecting between decisions rather than laying out parallel goal-oriented scenarios.

Showing up to four scenarios side-by-side is a capability tied to planning where you actively map out different paths to reach specific goals. The Goal Planner is designed for this kind of what-if analysis: it lets you model multiple approaches to a goal—adjusting contributions, timing, or assumptions—and compare their outcomes all at once. That side-by-side view makes it easy to see which path best meets the goal and how sensitive the plan is to changes, which is exactly what an advisor needs when discussing options with a client.

Other features serve different purposes. The Advisor Dashboard focuses on an overview of client information and tasks rather than comparing goal-oriented paths. Monte Carlo Results present probabilistic risk and overall plan viability, not discrete, side-by-side goal scenarios. Decision Center emphasizes selecting between decisions rather than laying out parallel goal-oriented scenarios.