Planit:Funds & Wealth Notes

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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 can I keep issues or sources related to my client's funds or wealth?
• Access from Assets & Liabilities screen or Notes menu
• Data entry for notes

Keep on Track! Continue training on...
Assets and Liabilities Screen

Other Related Topics
Notes Contact Log Add an Account (Canada) Add an Account (Malaysia)
Introduction to the Assets and Liabilities Screen (Canada) Introduction to the Assets and Liabilities Screen (Malaysia) Loan Notes

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.