Planit:Portfolio Objectives 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.

The Portfolio Objectives screen allows you to identify your clients portfolio objectives, allowing the creation of multiple portfolios with totally different investment objectives and overall investment strategy. Check out the topics in the track below to learn more about the various features on the Portfolio Objectives Screen.

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Portfolio Objectives Screen Training

Order Title Description Key Points Level Generic
1 Introduction to the Portfolio Objectives Screen What do I enter on the Portfolio Objectives Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Overview of portfolio mapping
1 Video
2 Portfolio Mapping How do I properly use investment portfolios for different accounts and risk tolerances?
  • Portfolio designation by account
  • Risk Profile tolerance levels
  • Portfolio Objective questions
  • Selection and Validation
  • Asset Allocation Recommended Portfolio
1 Video
3 Recommending Portfolios How do I select an appropriate portfolio for my client's risk tolerance and accounts?
  • Risk tolerance for multiple risk profiles
  • Default suggestion based on risk tolerance, objective questions
  • Selection and validation
  • Override with evidence
1 Video
4 Selection and Validation What do I enter on the Selection & Validation section of the Portfolio Objectives screen?
  • Restrictions note
  • Target vs recommended
  • Why change default?
1 Video
Add a Portfolio How do I put an account into a new investment portfolio?
  • Add Portfolio from account
  • Portfolio description data entry
  • Assign portfolio objectives
  • Selection and validation of type
2 Video