Planit:Custom Asset

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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...
What is the custom asset feature and how do I use it? How do I add a mutual fund to my clients' assets? How do I add a bond portfolio to my clients' assets?
• All items as custom asset
• Add custom asset
• Asset data entry fields
• Allocation breakdown

Keep on Track! Continue training on...
Investment Management Modular Planning
Life Planning Integrated Planning
Assets and Liabilities Screen

Other Related Topics
Morningstar Add an Asset (Malaysia) Add an Asset (Canada)
Summary Assets and Liabilities (Canada) Summary Assets and Liabilities (Malaysia)

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 click “Add asset to account” one of your accounts, it brings up the Product Selection screen, however you will see a button called “Add Custom”. When you click the “Add Custom” button, it will bring the screen where you can enter details of the product with the ability to set the custom asset allocation for the product. This will allow advisors to enter off book holdings using a single product where they can identify the allocation of the account as opposed to having to enter multiple detailed holdings for the account.