Global Discovery inputs across scenarios
Hi There,
I’ve been testing Adviice and realized how scenarios handle core data inputs: Discovery inputs are global across the entire client profile.
If you create Scenario 2 to model a major life event (like having a kid or buying a home) and edit the baseline income/expenses directly in Discovery, it overwrites the Discovery data for your Base Plan too.
To keep the Base Plan intact, the only way to model independent scenario changes is by manually entering year-by-year Overrides on the Projections tab.
For multi-variable life events, having to do manual spreadsheet overrides instead of just editing inputs on an independent Discovery tab for that scenario feels really clunky and unintuitive.
For those who use Adviice regularly or talk to their dev team—is this something they plan to update/fix in a future release? How do you smoothly handle modeling complex life events without have to do complex overrides that are super easy to make mistakes with.
Thanks.