Planit:Users Guide

Take a few moments to download our Web Advisor Users Manual. It will provide you with easy reference to the basic functions and features of the Web Advisor.

Web Advisor Introduction and Navigation

• Login Process
• Home Page and Navigation

Selection

• Client Search
• Add Client
• Add Corporation
• Unselect Client

Client Data Entry

• Process Flows
• Personal Information
• Assets and Liabilities
• Insurance Screen
• Cash Flow Management
• Pension and Other Revenues
• Objectives
• Will Information
• Savings
• Risk Profile
• Asset Allocation
• Auto Model Assumptions

Implementation

• Security Selection

Documents & Reports

• Your Working Documents
• Safety Deposit Box

Calculators

• Retirement Goal Calculator
• Life Insurance and Disability Calculator
• Critical Illness Calculator
• Long-Term Care Calculator
• Loan Calculator
• Historical Returns Calculator
• Registered Payout Illustration Calculator
• IRA Calculator
• Present and Future Values
• Rate of Return Calculator
• Bond Calculator
• Retirement Income Calculator
• Efficient Frontier Calculator
• Leverage Calculator

Administration

• Change Your Profile
• Change Your Password
• Favourite Products
• Preferred Portfolios
• Client Service Search
• Event Log Browser
• Upload Dataphile Export
• Upload 910

Getting Help

Languages: 中文