Planit:Personal Information
From Planipedia
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The Personal Information screen is the starting point of entering your clients into Planit. This is where you will enter the personal information like name, marital status, address and you would also enter any dependents if there are any. We have made this screen into a very user friendly tab method to help minimize scrolling down the page.
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Family Members Tab
- Select the Marital Status for your client.
- Select the Language this will identify the language you wish documents to be prepared in for this client.
Note that this language setting only relates to documents and will not affect your screen language.
- You can enter in as many family members as required by clicking the “Add” button. You must provide a First and Last Name and Birth Date.
Please Note that all date fields should be entered using the YYYY-MM-DD format.
TIP:When you add a new client into Planit, you should first ensure that you have set your data entry level to the appropriate option. When you select the type of process flow you wish to provide to your client, it then takes this approach and minimizes the learning curve by focusing only on those screens and fields that are necessary to accomplish the task at hand.
Address Tab
- Enter the address, phone number and email address. This is optional.
- The Country and Province will be defaulted to which you have set in your User Profile. You can adjust this if needed.
- You also have the ability to capture an alternative address, like a Florida Condo or a cottage; this information can be captured as well.
TIP: If this is an upgraded legacy client and you had an email address inputted in on the older version of the Personal Information screen, it would now be found within the Employment Tab of the new Personal Information.
TIP: By using the tab key you can move from one field to the next.
Employment Tab
You have the ability to capture employment information for both your client and spouse by clicking on the radio button.
- You can enter the name of the employer, position, address, phone number and email address. This information is optional and you do not need to enter it to produce a plan.
Administration Tab
- The Administration area is where you can enter information like the Primary Advisor, when they became a client, last review date, etc. These fields allow advisors to use the new Client Service Search to generate filtered lists of their clients based on either scheduled reviews of the financial plan, the portfolio or other events, as well as to find clients whose portfolios are out of balance with the target portfolio by more than a specified % or $ amount.
- The secondary advisor field is a great way to share individual clients with other advisors. If you were to input another advisors ID in this field it will grant them access to the client.
- The workgroup field is a new feature to version 5.2 where if there is multiple advisors who are working on the same client base you now have the ability to create a workgroup where you can share all your client base with another advisor.
- The client type field is where you can state if they are a client or maybe a prospect.
- The client type field is where you can state if they are a client or maybe a prospect.
- The secondary advisor field is a great way to share clients with other advisors. If you were to input another advisors ID in this field it will grant them access to the client.
Other Tab
Is a place where you can enter some other information about your clients, like Government ID or whether your client is self employed and some other health status information. You also have the ability to gather this information both your client and spouse. You will see that you can also enter in any government id’s for the children or any other dependents you may enter into the software.
Family Name First - When this is checked off it will place the Family (Last) name first within all the documents.
Formal Name - When you have a Title choosen (Dr. or Mr.), and when you have the Formal Name check box checked off it will use this formal name within the documents. For example Mr. Mark & Dr. Maria Green would show up in the documents. If you did not check off this box it would only show up as Mark and Maria Green within the documents.
Goals Tab
This is an areas where you can capture any goals the clients might have in free-form text. You still have to quantify and enter these on the objectives screen. This area is for more of the "soft side" of the goals. As an example:
"In your retirement you want to spend six months in Canada and six months on a boat in the Caribbean. You hope to spend the time in Canada with more active contributions to your community, specifically volunteering for the Big Brothers & Big Sisters Organization"
This text is then included in the Personal Financial Strategy underneath the quantified goals. This text is important to illustrate that as an adviser you have listened to the client - not just the numbers but the desires behind them. Advisers using this feature may want to use exact quotes from the client to further reinforce this personalization.
