Planit:Apply Favourite Products

From Planipedia
Jump to: navigation, search

Planit.gif Learn by Watching!

PlanPlus Planit.jpg
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 recommend my favourite products to my client's investments?
• Product Selection Choose Favourites
• Change balance to more than $0

Keep on Track! Continue training on...
Investment Management Life Planning
Integrated Planning Product Selection Screen

Other Related Topics
Introduction to the Product Selection Screen Apply a Fund Apply a Portfolio
Rebalancing Summary Favourite Products Tactical Implementation Strategy

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.

Planit.gif Learn by Reading!

This selection allows you to choose a portfolio of assets that you created from your favourites list. Please note that you must have set up some favourite lists in the “my favourite products” on the home screen before this option is available. Start by clicking the “Select” link under the “Add Favourites” beside the account you want.



You then will be presented a screen with all your Favourites Lists, you may then choose a fund you wish to recommend and hit the select button.