Planit:Summary Asset Allocation

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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 enter the current asset allocation of my client's summary assets?
• Brief screen orientation
• Data entry fields $
• Data collection required

Keep on Track! Continue training on...
Getting Started Integrated Planning
Investment Management Life Planning
Asset Allocation Screen

Other Related Topics
Introduction to the Asset Allocation Screen (Canada) Introduction to the Asset Allocation Screen (Malaysia) Custom Asset
Summary Assets and Liabilities (Canada) Summary Assets and Liabilities (Malaysia) Current Portfolio
Target Portfolio Morningstar Custom Portfolio


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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  • When you have inputted your assets at a summary level, 100% of the current investments are assumed to be in “cash” since it’s impossible for the software to know what the actual allocation is. You then have the option to manually identify the actual allocation under each asset class by merely typing in the percentages or the amounts, this depends how you have the “Edit By” set at.
  • With detailed level asset information, the current portfolio will be based on the asset allocation of the assets input.
  • This is a good investment of your time and effort since you want the comparison between the Current and the Target portfolio to be meaningful both here on the screen, IPS document and also the effects the retirement projection in the Personal Financial Strategy document.