Planit:Which Document is Right for my Client?

From Planipedia

Modular Planning Mapping to Web Advisor Documents

The Web Advisor provides a wealth of choices relative to how your analysis and recommendations are presented to clients. To assist you in understanding the purpose and benefits of each of the most popular documents we have prepared this overview. First we’ll look at the three documents that relate to modular Investment Planning.

Now let’s consider the three documents that focus on comprehensive planning. Each of these documents address Investment Planning, Retirement and Education Planning as well as needs on Death or Disability. However, their differing depth and breadth allow you to use the tool that suits your personal style and the individual needs of your client.