Planit:Navigation and Orientation

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Summary of Navigation

Once you have logged in you’ll see the navigation panel down the left hand side of the screen. The navigation menu will not have much detail until you select a client or add a client. The top menu bar is where you can change your language view or access the training center, and Live Chat. The main home page will have various information about different training and special announcements about your deployment.

When you log into Planit you will see a lot of valuable information about the software. You will see any type of upgrade announcements to training information.

Top Menu Bar

Language: – This will change the language of your PlanPlus Planit to either French or English or any other language you maybe subscribed to. In some versions you might even see Spanish or Chinese!

Home – Will always bring you back to the Home Page.

Notes- Opens up a text field where you can keep client-specific notes. This can be accessed from any screen. You can also choose the “Date” field so that your notes are dated and saved. This is not editable afterwards, so it becomes defensible information on the client file.

Live Chat- Facility to ask questions of our support staff almost 24/7.

Help – This link will open Planipedia where you can access information about every screen within Planit. This link will be case sensitive where you are in the software. For example if you are on Personal Information screen and press the help link it will open Planipedia to the page all on Personal Information screen.

Training – The training link provides you with all the access to our various training materials. When you access this screen you can choose from the many training options.

Logout – You use this to exit the system.

Side Navigation Menu Bar

The navigation menu is composed of the following options: Selection, Client Data Entry, Calculators, Implementation, Documents & Reports and Administration.

Selection Under “Selection” you can perform various things like searching for existing clients and adding clients or corporations.

Client Data Entry Drop Down List Within the drop down list we have a series of different Work Flows you can choose from in order to go through the data entry screens for a particular client. Planit has utilized the Process Flows that tie directly to the service you want to provide for your client.

Calculators From the calculator drop down list you can choose from a series of calculators designed for specific calculations.

Implementation The Security Selection feature can help you select specific securities to fulfill the client’s asset allocation target. For many jurisdictions Morningstar or Lipper may provide mutual fund or stock data with daily price updates.

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Documents and Reports

This is the location in the system where you’ll generate planning documents for your clients. These are primarily Microsoft Word document as well as some PDF documents. You also have the ability to store documents to the Safety deposit box.

Administration

This is where you’ll be able to do a number of housekeeping functions. You can change your profile or password, or perform statistical logs. We will go over this in much more detail within the manual.