Planit:Add a Client

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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...
How do I add a new client to PlanPlus Planit?
• Home screen, add client
• Family Member data entry
• Note: Integration migration

Keep on Track! Continue training on...
Getting Started Home Screen
Investment Management Modular Planning
Life Planning Integrated Planning

Other Related Topics
Navigation and Orientation Back Office Integration Family Members
Client Search Introduction to the Personal Information Screen

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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The “Add Client” function is the link you would use to add a client who has not yet been entered into the database. This link is found under the “Selection” section in the navigation menu. After you click this link the software will launch the Personal Information screen where you can begin to enter data for a new client. The screen flow for data entry will be based on the Client Data Entry level you are set to when you click on “Add Client”.

TIP: When you click on the “Add Client” link the system will launch the add using the process flow you have selected. You will find out more on the “Process Flows” in the following pages of this manual.