Planit:Introduction to the Personal Information Screen

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Learn by Watching!

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 do I enter on the Personal Information Screen? • Purpose of screen • Overview of data entry required • Differences with process flow Keep on Track! Continue training on... Getting Started Personal Information Screen Investment Management Modular Planning Life Planning Integrated Planning Other Related Topics Family Members Address Back Office Integration Add a Client Other Personal Information Specialists

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.

Learn by Reading!

Overview

The Personal Information screen is the starting point of entering your clients into Planit. This is where you will enter the personal information like name, marital status, address and you would also enter any dependents if there are any. We have made this screen into a very user friendly tab method to help minimize scrolling down the page. You will see various tabs for data entry.

Please Note: These tabs will vary depending on the Process Flow you are on.