Planit:Custom 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...
How do I recommend a custom asset allocation for my client's assets?
• Why you would do this
• Asset Allocation Custom Portfolio
• Data entry % or $

Keep on Track! Continue training on...
Asset Allocation Screen Integrated Planning
Investment Management Life Planning

Other Related Topics
Introduction to the Asset Allocation Screen (Canada) Introduction to the Asset Allocation Screen (Malaysia) Target Portfolio
Recommending Portfolios Current Portfolio Portfolio Mapping


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 Recommended and the Target portfolio percentages are determined when the asset allocation screen is first opened based on the responses to the Risk Profile questionnaire, thus the two columns will initially be the same.
  • You have the option to change the target portfolio to be different from the recommended portfolio. Change by selecting a new portfolio from the drop down menu.
  • If the “Custom” portfolio option is available, you are able to select your own weightings as opposed to having a standard portfolio being used.

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