Planit:Specialists

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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...
Where can I enter information about my client's other advisors or specialists?
• Data entry fields
• Why you might do this

Keep on Track! Continue training on...
Administration Personal Information Screen

Other Related Topics
Introduction to the Personal Information Screen Back Office Integration Family Members


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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This is where you can store information about other professional advisors your client uses. For example keep information about your client's lawyer, accountant, tax preparer or even other financial advisors that they use.