In the previous video we looked at recommending a new investment platform using funds from a joint account.

If the scenario was to sell two individually held investments into a new joint investment, the process would change slightly:

Create one scenario for the Client - Under Current, add the cash account. Under Recommend, change the Cash account balance to $0 to show the selling down of that account.
Create one scenario for the Partner - Under Current, add the cash account. Under Recommend, change the Cash account balance to $0
Create one scenario for the client - Leave Current blank, Under Recommendation, add the new investment recommendation, however this time, when importing the scenario back to DASH, tick the joint box.

ProductRex - Joint recommendations