Plan Wizard Step 7: Review & Submit
Step 7 of the Nexus Plan Wizard allows you to review all of your inputs and submit the plan for calculation
The seventh, and final, step of the Nexus Plan Wizard is where you can review all of your inputs for the previous six steps. From the Review & Submit page, you can also make edits to any of the six prior steps of the plan wizard.
The Review & Submit page of a proposal plan differs from that of a financial profile in that it will show the differences between the given client's financial profile and the proposal plan being created.
Once you have reviewed all of your inputs, you can press 'Confirm & Create' to calculate the plan and view the Performance Score and other plan outputs and reports.