Planit:Home 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 Home Screen is your main navigation center in Planit. Once you have logged in you’ll see the navigation panel down the left hand side of the screen. The top menu bar is where you can change your language view or access the training center, and Live Chat. Check out the topics outlined below to learn about all of the features and functions on the Home Screen.

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Don't see quite what you're looking for?

Click here to see all training material related to the Home screen or click here to go to our main Training hub.


Home Screen Training

Order Title Description Key Points Level Generic
1 Introduction to Planit What is PlanPlus Planit, and how can it better my financial services for my clients?
  • Corporate overview of PlanPlus
  • Modular financial planning tool
  • Key differentiators
C Video
2 Navigation and Orientation How do I use PlanPlus Planit?
  • Home screen
  • Top Menu Bar overview
  • Main sections of side bar
C Video
3 Process Flows What are process flows, and which one should I use?
  • Match data entry to resulting plan
  • Overview of each process flow
  • Which might be right for you
C Video
4 User Levels What are the benefits of subscribing to a higher level of PlanPlus Planit?
  • PL1, 2, and 3 differences - process flows, screens etc
  • Show planplus.com Level Selector
C Video
5 Language How do I change the language of PlanPlus Planit, or of my client's documents?
  • Language list on login or Home
  • Default language in Profile
  • Client Personal Information screen
C Video
6 Notes & Contact Log How can I keep track of meeting or other client notes in PlanPlus Planit?
  • Home or Personal Information
  • Create, save, find notes
1 Video
7 Live Chat Can I get immediate online help with PlanPlus Planit?
  • Menu bar
  • Check our training
  • Live chat preview
1 Video
8 Help How do I find help on all of PlanPlus Planit's different features?
  • Help Menu everywhere in Planit
  • Takes you to the Screen track in Planipedia
  • Also visit Training options
C Video
9 Planipedia What is Planipedia and how can I use it to better my financial services?
  • Access from Planit
  • Financial community wiki
  • Training - Tracks and videos
  • Search for more training
C Video
10 Add a Client How do I add a new client to PlanPlus Planit?
  • Home screen, add client
  • Family Member data entry
  • Note: Integration migration
C Video
11 Unselect Client How do I unselect a client and return to a generic Home screen?
  • Home screen with a client selected
  • Unselect client
  • Normal Home
C Video
12 Client Search How do I find a client entered in Planit?
  • Home screen, side menu
  • Search options
  • Note: back office integration first
C Video
13 Safety Deposit Box How do I store my documents and reports online?
  • Your Working Documents or Home
  • Upload document
  • Download document
1 Video
14 Change Your Profile How can I change my user information in PlanPlus Planit?
  • Home menu
  • Data entry fields
C Video
15 Change Your Password How do I change my password for PlanPlus Planit?
  • Forgot your Password
  • Home Menu Change my Password
  • Review often
C Video
16 Favourite Products How do I make a quick list of products that I recommend often?
  • Menu Favourite Products
  • Product search
  • Add list and products
Video
17 Preferred Portfolios How do I set up standard investment portfolios with products I want to recommend?
  • Preferred Portfolios screen
  • Add products (search)
  • Weighting products
  • Portfolios by risk tolerance
Video
18 Client Service Search How can I find out if my client's financial plan needs review?
  • Home menu
  • How to search and what
1 Video
19 Event Log Browser How can I see the actions which I have done for my clients on PlanPlus Planit?
  • Home Menu
  • Search for events
  • Document your progress advisor value
2 Video
Back Office Integration How can I upload my client information and accounts from a back office system into PlanPlus Planit?
  • Time saving feature
  • Corporate instructions
  • Dataphile, 910/Univeris, Creosus, RPM, Pershing
1 Text