Planit:Administration

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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.


PlanPlus Planit includes a variety of administration features to help you manage your practice, and your clients. Take a look at the topics below to see how PlanPlus Planit can make your job even easier.

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Administration Training

Order Title Description Key Points Level Generic
1 Notes and Contact Log How can I keep track of meeting or other client notes in PlanPlus Planit?
  • Home or Personal Information
  • Create, save, find notes
1 Video
2 Back Office Integration How can I upload my client information and accounts from a back office system into PlanPlus Planit?
  • Time saving feature
  • Corporate instructions
  • Dataphile, 910/Univeris, Creosus, RPM, Pershing
1 Text
3 Change Your Profile How can I change my user information in PlanPlus Planit?
  • Home menu
  • Data entry fields
C Video
4 Change Your Password How do I change my password for PlanPlus Planit?
  • Forgot your Password
  • Home Menu Change my Password
  • Review often
C Video
5 Favourite Products How do I make a quick list of products that I recommend often?
  • Menu Favourite Products
  • Product search
  • Add list and products
Video
6 Preferred Portfolios How do I set up standard investment portfolios with products I want to recommend?
  • Preferred Portfolios screen
  • Add products (search)
  • Weighting products
  • Portfolios by risk tolerance
Video
7 Client Service Search How can I find out if my client's financial plan needs review?
  • Home menu
  • How to search and what
1 Video
8 Event Log Browser How can I see the actions which I have done for my clients on PlanPlus Planit?
  • Home Menu
  • Search for events
  • Document your progress advisor value
2 Video
9 Engagement Administration Where do I administrate services, history, and sharing of my client?
  • Secondary advisor
  • Client history and last review
  • Service level
  • Add a task
1 Video
10 Review Process How can I manage reviews of my client's financial progress with PlanPlus Planit?
  • Importance/value of review
  • Comparing snapshots
  • Data entry required
1 Video
11 Add Manual Snapshot How do I add a snapshot to use for comparison in my client's financial review?
  • Manual snapshot for summary historical comparison
  • Data entry example
  • Save new snapshots when you review Planit client data
1 Video
12 Fact Finders Is there something I can use to collect the information I need from my client?
  • Fact Finders for data collection
  • Overview of different ones
  • Where to download them
C Video
13 Your Needs Self Analysis How can I determine which planning areas are most appropriate to my client's needs?
  • Intro Engagement process
  • Interpreting Your Needs Self Analysis document
C Video
Language How do I change the language of PlanPlus Planit, or of my client's documents?
  • Language list on login or Home
  • Default language in Profile
  • Client Personal Information screen
C Video
Safety Deposit Box How do I store my documents and reports online?
  • Your Working Documents or Home
  • Upload document
  • Download document
1 Video
Address Where can I include or update my client's address?
  • Personal Information screen
  • Data entry fields
C Video
Employment What information about my client do I need to enter on the Employment section of the Personal Information screen?
  • Personal Information screen
  • Data entry fields
2 Video
Specialists Where can I enter information about my client's other advisors or specialists?
  • Data entry fields
  • Why you might do this
2 Video
Jurisdiction How does PlanPlus Planit change based on my client's planning jurisdiction?
  • Multi-jurisdiction, language and currency
  • Planning Assumptions, when you can change jurisdiction
  • Provinces/territories, Government benefits, currency, tax rates, deductions, tax treatment of estate, account types/treatment, default assumptions, insurance types, asset classes, product listings, education institutions
1 Video
Financial Planning Review What is the Financial Planning Review document, and how can I present it to my client?
  • Intro review process, advisor value
  • Preview snapshots and grading
  • Progress to goals, reaffirm action plan
2 Video