Planit: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.

If you elect to use the Product Selection feature you’ll be able to select specific securities to fulfill the client’s target asset allocation. Take a look at the topics below to learn more about the features and functions of the Product Selection screen.

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

Product Selection Screen Training

Order Title Description Key Points Generic
1 Introduction to the Product Selection Screen What do I enter on the Product Selection Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Basic screen flow
2 Apply a Portfolio How do I recommend an investment portfolio to my client's assets?
  • Product Selection Choose Portfolio
  • Matching portfolios to asset allocation recommendation
3 Apply Favourite Products How do I recommend my favourite products to my client's investments?
  • Product Selection Choose Favourites
  • Change balance to more than $0
4 Apply a Fund How do I recommend an investment product to my client's assets?
  • Product Selection Choose Fund
  • Change balance to more than $0
5 Rebalancing Summary How do I read the Rebalancing Summary to understand how I've recommended investment products?
  • Assume some products or portfolios added
  • Align with risk and target asset allocation
  • Read target, recommended, and difference
  • Adjust fields for Net 0 difference
6 Tactical Implementation - Savings What information do I need to enter on the Savings tab of the Product Selection screen?
  • Enter savings recommendations
  • Savings Commentary
  • Appearance in documents
7 Protection Products What information do I need to enter on the Protection Products tab of the Product Selection screen?
  • Preview of needs on death and disability
  • Adding insurance product recommendations
  • No entry required
  • Insurance Commentary
Favourite Products How do I make a quick list of products that I recommend often?
  • Menu Favourite Products
  • Product search
  • Add list and products
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
Fund Fact Sheets Where can I find more detailed information on a certain product, possibly to present to my client?
  • Access through Product Search
  • Reports vary by deployment
  • Some of the key fund properties covered
Investment Commentary How can I keep track of comments I have regarding the products I recommend to my clients?
  • Access from Product Selection screen or Notes menu
  • Data entry for notes
Shariah Compliance How do I recommend products to my Islamic client's assets so that they are shariah compliant?
  • Same as other product recommendation
  • Overview create Favourites List
  • Overview Choose Favourites (PS)