Planit:Financial Planning Review

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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 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

Keep on Track! Continue training on...
Administration Practice Management
Why You Should Use Planit

Other Related Topics
Add Manual Snapshot Review Process

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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We have two document options for the Review Process. The documents for this are found in the "Your Working Documents" screen.


Within the Your Working Documents, you will find a section called "Preparing Reports - Review Process" this is where you can find the two different documents to show and provide to your clients.

  • Portrait - This is good for printing and providing to your client.
  • Landscape - This is good for presenting your document on screen to your clients.