Planit:Account Portfolio

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
What is an Account Portfolio? How do I put an account under a particular investment portfolio?
• Investment Portfolios by account(s)
• Change Portfolio under detailed account
• Overview Create Account Portfolio

Keep on Track! Continue training on...
Investment Management Life Planning
Integrated Planning Why You Should Use Planit
Assets and Liabilities Screen

Other Related Topics
Add an Account (Canada) Add an Account (Malaysia) Portfolio Mapping
Edit an Account Recommending Portfolios Add a Portfolio

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

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Multiple portfolio objectives 1.jpg

To the right you’ll see the detailed account screen accessed from the “Assets & Liabilities” screen. On this screen a new drop down list has been added called “Portfolio”. The default portfolio that’s created for every client is called “Strategic Portfolio”. This is the “Portfolio” where all holdings for existing clients in the system will be attached after the upgrade of the site to 5.2.

If you don’t have multiple portflios that require separate portfolio objectives, you can just use this default portflio for all of your client accounts. However, you can use the “Add Portfolio” button to add additional portfolio that will ultimately have unique portfolio objectives.

When I create multiple portfolio, I’m then able to identify specific portfolio objectives for each on the new “Portfolio Objectives” screen.