Difference between revisions of "Planit:Fact Finders"

Revision as of 03:42, 9 July 2013

Canada English

Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.


Fact Finders
Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policy Statement.	View
Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy.	View
Modular Planning - Retirement - Use this version of the Fact Finder when you are planning on using the Modular Goal Process Flow to do a retirement analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Modular Planning - Education– User this version of the Fact Finder when you are planning on using the Modular Goal Process Flow to do an Education analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Minimum Input Form– When creating a plan for a client we all want to go through the process as efficiently as possible. One of the biggest mistakes advisors make though it to get ahead of themselves and login and start doing data entry before they should. There is nothing more inefficient that to start, stop, start, stop the process because you get to different points in the data entry process and realize you are missing information and you have to stop. The plan creation process can expand from a 1 hour job to a 10 hour job because of this BAD HABIT! To combat this, particularly for newer users, we have created the "Minimum Input Form". This short form allows you to do advance preparation BEFORE starting to enter you client's data to ensure that you truly are ready to start. The form forces you to look at everything sitting on your desk and confirm that what you have is what you need. It makes you look critically at any gaps in your data and allows to to finish the collection of data before you put your hands on the keyboard! This honestly is probably the best advice you will ever get about creating plans for your clients efficiently and quickly. Make use of this simple form and even though it may seem to be a redundant step . . we guarantee in the long run it will save you 10 times the time it takes you to use the form!	View
Finametrica
FinaMetrica Risk Profile 12 Questions	View
FinaMetrica Risk Profile 25 Questions	View

Canada French

Questionnaire de cueillette de données


Fact Finders
Planification Modularie - Retraite	View
Gestion des investissements	View
Questionnaire de planification globale	View
Finametrica
Profil de Risque Finametrica	View

Malaysia

Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.


Fact Finders
Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.	View
Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy.	View
Retirement Goal Modular Planning - Use this version of the Fact Finder when you are planning on using the Modular Goal Process Flow to do a retirement analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Education Goal Calculator– User this version of the Fact Finder when you are planning on using the Education Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Finametrica
FinaMetrica Risk Profile	View

China

请选择以下您需要使用的客户信息收集表。按顺序填写收集表将有助于您在使用理加系统时快速输入相关数据。


客户前期信息收集表
投资策略 – 您在为客户制定投资策略说明书（IPS）时使用。	查看
人生规划– 您在为客户制定人生规划报告时使用。	查看
退休目标计算器– 您在为客户计算退休目标能否完成时使用。	查看
教育目标计算器– 您在为客户计算教育目标能否完成时使用。	查看
Finametrica
FinaMetrica 风险承受度调查	查看

United Kingdom

Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.


Fact Finders
Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.	View
Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy.	View
Retirement Goal Modular Planning - Use this version of the Fact Finder when you are planning on using the Modular Goal Process Flow to do a retirement analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Education Goal Calculator– User this version of the Fact Finder when you are planning on using the Education Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Finametrica
FinaMetrica Risk Profile	View

@@ Line 14: / Line 14: @@
 [[Category:China]]
 [[Category:United Kingdom]]
+[[Category:India]]

Difference between revisions of "Planit:Fact Finders"

Revision as of 03:42, 9 July 2013

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