Planit:Life Cycle Portfolios

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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 show that my client wants to assume less or more risk as they grow older?
• Modelling Assumptions
• Data entry
• Lower target return - solve

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Integrated Planning Life Planning
Modelling Assumptions Screen

Other Related Topics
Portfolio Mapping Add a Portfolio Introduction to the Modelling Assumptions Screen
Current Portfolio Target Portfolio Auto Model 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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Life Cycle Portfolios You’ll also notice that the Auto Model Assumptions screen allows you to recognize adjustments to your client’s risk profile as they age. This is done in the “Life Cycle Portfolios” area on the bottom of the screen. You may elect to change the target portfolio twice in the client’s lifetime to recognize their rate of return may not always be as aggressive as it is now while they are younger. To learn more about the Life Cycle Portfolios and how to apply these to your client at different stages in their life, click the mini movie below.