For any linked Client in MoneyGuide, MoneyGuide will send the Financial Plan’s Recommended Scenario Probability of Success number back into CircleBlack.
In order for the “POS” number to display in CircleBlack, you must navigate to the Household’s Dashboard – this will trigger MoneyGuide to update and send the POS number into CircleBlack.
If any changes are ever made to the financial plan and the Recommended Scenario for a particular household, you will need navigate back to the Household Dashboard to pull in the updated POS number.
POS numbers are also available at the Households Tile and List page at the My Portfolio (Advisor) level:
