Planit:Help
From Planipedia
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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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Help – This link will open Planipedia where you can access information about every screen within Planit. This link will be case sensitive where you are in the software. For example if you are on Personal Information screen and press the help link it will open Planipedia to the page all on Personal Information screen.
Categories:
- Planit Training
- Community Edition
- Administration
- Asset Allocation
- Assets & Liabilities
- Calculators
- Cash Flow Management
- Engagement
- Goals & Objectives
- Home Screen
- Insurance
- Integration
- Modelling Assumptions
- Pensions & Other Revenues
- Personal Information
- Planning Assumptions
- Portfolio Objectives
- Practice Management
- Product Selection
- Results
- Review Process
- Risk Profile
- Savings
- Will Information
- Your Working Documents