Planit:Table of Contents

From Planipedia

Table of Contents

PLANPLUS PLANIT INTRODUCTION AND NAVIGATION

• Login Process
• Home Page
• Training

SELECTION

• Client Search
  • Export List
• Add Client
• Add Corporation
• Unselect Client

CLIENT DATA ENTRY

• Process Flows
• Personal Information
• Planning Assumptions
• Assets and Liabilities
  • Adding Accounts
  • Detailed Assets
  • Product Selection
  • Employee Stock Options
• Insurance Screen
  • Detailed Insurance
• Cash Flow Management
  • Detailed Cash Flow
  • Income Tax Report
• Pension and Other Revenues
  • Details of Pensions
• Objectives
  • Details of Objectives
• Will Information
• Savings
• Risk Profile
  • Planit:Finametrica
• Portfolio Objectives
• Asset Allocation
• Auto Model Assumptions

IMPLEMENTATION

• Security Selection

REVIEW PROCESS

• Review Process

DOCUMENTS & REPORTS

• Your Working Documents
• Safety Deposit Box

CALCULATORS

• Retirement Goal Needs Analysis
• Education Goal Needs Analysis
• Life Insurance Calculator
• Disability Insurance Calculator
• Critical Illness Calculator
• Long Term Care Calculator
• Loan Calculator
• Historical Returns Calculator
• Registered Payout Illustration Calculator
• IRA Calculator
• Present and Future Values
• Rate of Return Calculator
• Bond Calculator
• Retirement Income Calculator
• Efficient Frontier Calculator
• Leverage Calculator
• Debt Consolidation Calculator

Planit: ADMINISTRATION

• Change Your Profile
• Change Your Password
• Favourite Products
• Preferred Portfolios
  • Uploading Preferred Portfolios
• Client Service Search
• Event Log Browser
• Data Integration
  • Upload Dataphile Export
  • Upload 910
  • Upload RPM
  • Pershing Integration