We've made it a lot easier for you to propose multiple scenarios to your clients! You can now create, edit, and delete plans without leaving the Retirement / Analysis screen. We have also added the ability to copy any existing scenario and its action items.
The Plans tab has been removed from the client Settings tab. To create a new client scenario, go to the Retirement / Analysis tab and open the "Add or remove plans" section by clicking the pencil icon that is found to the right of the Current plan name.