Planit:Apply a Fund

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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...
How do I recommend an investment product to my client's assets?
• Product Selection Choose Fund
• 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 Favourite Products Apply a Portfolio
Rebalancing Summary Add an Asset 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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Choose Fund – You might decide you want add products that are not part of your "Preferred Portfolios" or part of your "Favourite Funds" lists. Using this option you can select from the full universe of products in the Product Master fund by fund.

Finally, as we mentioned above with mixing “portfolios and “choose funds”, you might just decide to create a security selection for your client by choosing funds. You would start by hitting the select button beside the account you wish to add a fund to. Then the “Product Selection” will appear. This is where you are going to perform your search for the fund.





You would select the funds you want for all accounts and then you are finished. Always watch your totals for each account and the grand total at the bottom of the screen to ensure you have deployed the correct amount in each account and across all accounts. Your completed Security Selection portfolio should look something like this.