AdviserGo offers a large selection of Insights - simulations designed either to test plans or to help advisers find quick answers to common questions. The general design of the Insights screens has been modified slightly to include a new toggle button, which allows users to easily toggle between a current view of the plan’s results and the results after running the insight.
When you first click the Get Started button to begin running an insight, the toggle will switch automatically to a view of the Insight Results.
Once the Insight has completed its calculations, use this toggle to easily switch between the Original (planned) view and the results of the insight.
