Planit:Administration

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.

PlanPlus Planit includes a variety of administration features to help you manage your practice, and your clients. Take a look at the topics below to see how PlanPlus Planit can make your job even easier.

Don't see quite what you're looking for?

Click here to see all Training material related to Administration
or click here to go to our main Training hub.

Administration Training Order Title Description Key Points Level Generic 1 Notes and Contact Log How can I keep track of meeting or other client notes in PlanPlus Planit? Home or Personal Information Create, save, find notes 1 Video 2 Back Office Integration How can I upload my client information and accounts from a back office system into PlanPlus Planit? Time saving feature Corporate instructions Dataphile, 910/Univeris, Creosus, RPM, Pershing 1 Text 3 Change Your Profile How can I change my user information in PlanPlus Planit? Home menu Data entry fields C Video 4 Change Your Password How do I change my password for PlanPlus Planit? Forgot your Password Home Menu Change my Password Review often C Video 5 Favourite Products How do I make a quick list of products that I recommend often? Menu Favourite Products Product search Add list and products Video 6 Preferred Portfolios How do I set up standard investment portfolios with products I want to recommend? Preferred Portfolios screen Add products (search) Weighting products Portfolios by risk tolerance Video 7 Client Service Search How can I find out if my client's financial plan needs review? Home menu How to search and what 1 Video 8 Event Log Browser How can I see the actions which I have done for my clients on PlanPlus Planit? Home Menu Search for events Document your progress advisor value 2 Video 9 Engagement Administration Where do I administrate services, history, and sharing of my client? Secondary advisor Client history and last review Service level Add a task 1 Video 10 Review Process How can I manage reviews of my client's financial progress with PlanPlus Planit? Importance/value of review Comparing snapshots Data entry required 1 Video 11 Add Manual Snapshot How do I add a snapshot to use for comparison in my client's financial review? Manual snapshot for summary historical comparison Data entry example Save new snapshots when you review Planit client data 1 Video 12 Fact Finders Is there something I can use to collect the information I need from my client? Fact Finders for data collection Overview of different ones Where to download them C Video 13 Your Needs Self Analysis How can I determine which planning areas are most appropriate to my client's needs? Intro Engagement process Interpreting Your Needs Self Analysis document C Video Language How do I change the language of PlanPlus Planit, or of my client's documents? Language list on login or Home Default language in Profile Client Personal Information screen C Video Safety Deposit Box How do I store my documents and reports online? Your Working Documents or Home Upload document Download document 1 Video Address Where can I include or update my client's address? Personal Information screen Data entry fields C Video Employment What information about my client do I need to enter on the Employment section of the Personal Information screen? Personal Information screen Data entry fields 2 Video Specialists Where can I enter information about my client's other advisors or specialists? Data entry fields Why you might do this 2 Video Jurisdiction How does PlanPlus Planit change based on my client's planning jurisdiction? Multi-jurisdiction, language and currency Planning Assumptions, when you can change jurisdiction Provinces/territories, Government benefits, currency, tax rates, deductions, tax treatment of estate, account types/treatment, default assumptions, insurance types, asset classes, product listings, education institutions 1 Video Financial Planning Review What is the Financial Planning Review document, and how can I present it to my client? Intro review process, advisor value Preview snapshots and grading Progress to goals, reaffirm action plan 2 Video