How to delete what-if plans

To delete a what-if plan which you have already set up, open the client record then click the plan name in the top right-hand corner of the screen, next to the client name. 


This will bring up a list of the plans in the client record. Click Manage Plans.


Click the name of the plan you wish to delete. Then click Delete.


A warning message will appear, click Delete to complete the deletion.



Further reading:

How to rename what if plans **AdviserGo**

How to add a what if plan in **AdviserGo**