Planit:Fact Finders

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PlanPlus Planit Fact Finders

Within PlanPlus Planit we provide a series of standard fact finders that allow you to gather the data necessary to perform specific services for your clients. You might want to do an Investment Policy Statement, full Life Goals Planning or perhaps just a quick Retirement Goal Needs Analysis. Our focused fact finders streamline the data collection process to allow you to quickly gather the data you need very efficiently. See below for available fact finders that you can download.

Fact Finders By Country

Canada

CANFlag.png   Canada - English   CANFlag.png
 
Fact Finders

Investment Management

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Life Planning

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Modular Planning - Retirement

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Modular Planning - Education

View

Minimum Input Form

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Finametrica

FinaMetrica Risk Profile 12 Questions

View

FinaMetrica Risk Profile 25 Questions

View
CANFlag.png   Canada - Français   CANFlag.png
 
Fact Finders

Planification Modularie - Retraite

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Gestion des investissements

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Questionnaire de planification globale

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Finametrica

Profil de Risque Finametrica

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Malaysia

MALFlag.png   Malaysia   MALFlag.png
 
Fact Finders

Life Planning

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Finametrica

FinaMetrica Risk Profile

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United States of America

USAFlag.png   United States   USAFlag.png
 
Fact Finders

Investment Management

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Life Planning

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Retirement Goal Modular Planning

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Education Calculator

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Minimum Input Form

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Don't See What You're Looking For?

If you don`t see localized fact finders for your country in the list above, you can use our generic versions in our Generic Fact Finders section below.

If your country does not have localized fact finders, we welcome your input to create these. Please contact our support desk at fps@morningstar.com to initiate this process.


Generic Fact Finders

The fact finders found below are generic and are suitable for any country, so if you don`t see localized fact finders for your country in the list above, these generic ones will be your best option.

Generic Fact-Finders
 
Fact Finders

Investment Management

View

Life Planning

View

Modular Planning - Retirement

View

Modular Planning - Education

View

Minimum Input Form

View

Finametrica

FinaMetrica Risk Profile 12 Questions

View

FinaMetrica Risk Profile 25 Questions

View


Which Fact Finder Do I Use?

There are a number of different fact finders available. You might find yourself wondering which one you should use. The following is a guide to our fact finders to help you select the right one for your client.

Fact Finder Description

Investment Management

Use this fact finder when you are planning on doing a Investment Management plan, such as the Investment Policy Statement.

Life Planning

Use this fact finder when you are doing a full Life Financial Plan, for example the Personal Financial Strategy.

Modular Planning - Education

Use this fact finder when you are planning on using the Modular Goal Process Flow to do an education analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.

Modular Planning - Retirement

Use this fact finder when you are planning on using the Modular Goal Process Flow to do a retirement analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.

Minimum Input Form

When creating a plan for a client, we all want to go through the process as efficiently as possible. One of the biggest mistakes advisors make though is to get ahead of themselves and start doing data entry before they should. There is nothing more inefficient that to start, stop, start and stop the process because you get to different points in the data entry process and realize that you are missing information and have to stop. The plan creation process can expand from a 1-hour job to a 10-hour job because of this bad habit! To combat this, particularly for newer users, we have created the "Minimum Input Form". This short form allows you to do advance preparation before starting to enter your client's data to ensure that you truly are ready to start. The form forces you to look at everything sitting on your desk and confirm that what you have is what you need. It makes you look critically at any gaps in your data and allows to to finish the collection of data before you put your hands on the keyboard! This, honestly, is probably the best advice you will ever get about creating plans for your clients efficiently and quickly. Make use of this simple form and even though it may seem to be a redundant step. We guarantee in the long run it will save you 10 times the time it takes you to use the form!

FinaMetrica Risk Profile 12 Questions

This is the 12-question FinaMetrica risk profile questionnaire, for those users that have access on the Risk Profile Questionnaire screen.

FinaMetrica Risk Profile 25 Questions

This is the 25-question FinaMetrica risk profile questionnaire, for those users that have access on the Risk Profile Questionnaire screen.