Planit:Introduction to the Product Selection Screen

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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 do I enter on the Product Selection Screen?
• Purpose of the screen
• Overview of data entry required
• Basic screen flow

Keep on Track! Continue training on...
Getting Started Why You Should Use Planit
Investment Management Life Planning
Integrated Planning Product Selection Screen

Other Related Topics
Apply a Portfolio Apply a Fund Apply Favourite Products
Rebalancing Summary Tactical Implementation - Savings Protection 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.


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After you have entered data for your client you may proceed with the creation of the documents or reports or you may want to proceed to the Product Selection feature under the “Implementation” section. If you elect to use the Product Selection feature you’ll be able to select specific securities to fulfill the client’s asset allocation target.

After you have entered data for your client you may proceed with the creation of the documents or reports or you may want to proceed to the Product Selection feature under the “Implementation” section. If you elect to use the Product Selection feature you’ll be able to select specific securities to fulfill the client’s asset allocation target.

Product Selection screen is broken into 3 different sections. The first section is where you can change your views to eliminate clutter when doing product selection. It is also where you would begin to make your product recommendations. The lower section of the screen is the second section and it shows you a breakdown of all the holdings in each account. The third section is on a tab called "Rebalancing Summary". This section is a rolled up view of the client’s asset allocation based on the products you have recommended.