Planit:Spanish Home Page
The Home Page of the PlanPlus Planit can vary depending if you have a client selected or not. When you have a client selected it will show a summary of all the information you have entered about the client. If you do not have a client selected the screen will provide information about Planit.
There is a side navigation menu bar, which appears 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, which contains information about various training, FAQ’s and manuals.
Top Menu Bar
Francais / English – This will change the language of your PlanPlus Planit to either French or English. In some versions you might even see Spanish or Chinese!
Home – Will always bring you back to the Home Page
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 – Used to Exit the system. You may also just close your browser and you’ll be logged out.
When you have a client selected, 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 “Process 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 This is the drop list for all calculators that are available within Planit. These calculators perform a variety of financial functions.
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.
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. You will learn much more on these features later in this manual.
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.