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- 03:01, 7 September 2015 (diff | hist) . . (-5) . . Planit:Fact Finders
- 02:59, 7 September 2015 (diff | hist) . . (+5) . . Planit:Fact Finders
- 22:15, 12 May 2015 (diff | hist) . . (+2) . . Planit:Fact Finders
- 01:16, 14 August 2014 (diff | hist) . . (-8) . . Planit:Release Notes Version 5.16
- 23:20, 19 February 2014 (diff | hist) . . (+646) . . N Fundserv Integration (Created page with 'About the Fundserv Integration, so far : # PlanPlus does not communicate with Fundserv. PlanPlus communicates with a number of back offices such as Univeris, Winfund, RPM, etc. …')
- 04:23, 9 July 2013 (diff | hist) . . (+741) . . Template:UK Fact Finder List
- 04:17, 9 July 2013 (diff | hist) . . (+741) . . Template:Malaysia Fact Finder List
- 04:15, 9 July 2013 (diff | hist) . . (+741) . . Template:India Fact Finder List
- 04:13, 9 July 2013 (diff | hist) . . (+235) . . Template:China Fact Finder List
- 04:06, 9 July 2013 (diff | hist) . . (+1) . . Template:China Fact Finder List
- 04:06, 9 July 2013 (diff | hist) . . (+109) . . Template:China Fact Finder List
- 04:04, 9 July 2013 (diff | hist) . . (-466) . . Template:China Fact Finder List
- 04:02, 9 July 2013 (diff | hist) . . (+844) . . Template:China Fact Finder List
- 03:55, 9 July 2013 (diff | hist) . . (+948) . . N Template:UK Fact Finder List (Created page with 'Fact Finders Choose the Fact Finder that's appropriate for the service level you are providing to your client. {| class=wikitable border=1 cellpadding=5 |+ |- ! ! |- st…')
- 03:54, 9 July 2013 (diff | hist) . . (+948) . . N Template:India Fact Finder List (Created page with 'Fact Finders Choose the Fact Finder that's appropriate for the service level you are providing to your client. {| class=wikitable border=1 cellpadding=5 |+ |- ! ! |- st…')
- 03:52, 9 July 2013 (diff | hist) . . (+3) . . Planit:Fact Finders
- 03:51, 9 July 2013 (diff | hist) . . (-32) . . Template:Malaysia Fact Finder List
- 03:49, 9 July 2013 (diff | hist) . . (-39) . . Template:Malaysia Fact Finder List
- 03:43, 9 July 2013 (diff | hist) . . (+51) . . Planit:Fact Finders
- 03:42, 9 July 2013 (diff | hist) . . (+19) . . Planit:Fact Finders
- 22:46, 20 June 2013 (diff | hist) . . (+889) . . Planit:EPF Savings
- 05:20, 19 October 2012 (diff | hist) . . (+5,462) . . Planit:如何理解长期现金流和人生目标分析 (current)
- 05:16, 19 October 2012 (diff | hist) . . (+7) . . Planit:Understanding The Life Goals Analysis (current)
- 04:52, 15 October 2012 (diff | hist) . . (+5,485) . . N Planit:如何理解长期现金流和人生目标分析 (Created page with '== 人生目标退休分析（LGRA）和长期现金流数据表（LTCFS）的理解 == === 长期目标分析的背后逻辑概念 === 理加人生目标计分析是目前可…')
- 04:52, 15 October 2012 (diff | hist) . . (+134) . . Planit:Understanding The Life Goals Analysis
- 23:35, 6 August 2012 (diff | hist) . . (+3) . . Planit:用户手册 (current)
- 23:32, 6 August 2012 (diff | hist) . . (+29) . . Planit:用户手册
- 23:30, 6 August 2012 (diff | hist) . . (+2,023) . . N Planit:安全箱 (Created page with '<span class="plainlinks">[http://www.planplus.com/webadvisor/minimovies/101/MM101DocumentsReports.htm http://www.planplus.com/w/images/e/e6/Loginprocess2.jpg]</span> [http://www.…') (current)
- 23:23, 6 August 2012 (diff | hist) . . (+28) . . Planit:Safety Deposit Box
- 23:17, 6 August 2012 (diff | hist) . . (0) . . N File:Safety3.jpg (current)
- 23:07, 6 August 2012 (diff | hist) . . (0) . . N File:Safety2.jpg (current)
- 23:03, 6 August 2012 (diff | hist) . . (0) . . N File:Safety1.jpg (current)
- 04:05, 24 July 2012 (diff | hist) . . (+75) . . Planit:用户手册
- 04:01, 24 July 2012 (diff | hist) . . (+3,079) . . N Planit:您的工作文件 (Created page with '<span class="plainlinks">[http://www.planplus.com/webadvisor/minimovies/102/MM102YourWorkingDocumentsScreen.htm http://www.planplus.com/w/images/e/e6/Loginprocess2.jpg]</span> [h…') (current)
- 03:57, 24 July 2012 (diff | hist) . . (+1) . . Planit:Your Working Documents
- 03:19, 24 July 2012 (diff | hist) . . (0) . . N File:Report3.jpg (current)
- 00:54, 24 July 2012 (diff | hist) . . (0) . . N File:Report2.jpg (current)
- 00:47, 24 July 2012 (diff | hist) . . (0) . . N File:Report1.jpg (current)
- 23:50, 23 July 2012 (diff | hist) . . (+36) . . Planit:Your Working Documents
- 05:28, 18 July 2012 (diff | hist) . . (+4,643) . . Planit:证券选择 (current)
- 05:14, 18 July 2012 (diff | hist) . . (0) . . N File:Selection6.jpg (current)
- 05:00, 18 July 2012 (diff | hist) . . (0) . . N File:Selection5.jpg (current)
- 04:46, 18 July 2012 (diff | hist) . . (0) . . N File:Selection4.jpg (current)
- 04:44, 18 July 2012 (diff | hist) . . (0) . . N File:Selection3.jpg (current)
- 04:38, 18 July 2012 (diff | hist) . . (0) . . N File:Selection2.jpg (current)
- 05:19, 12 July 2012 (diff | hist) . . (+1,774) . . N Planit:证券选择 (Created page with '前面几个页面完成之后，您可以选择从主页进入“'''实施'''”部分，来到本页面进行证券产品的选择，满足资产配置的具体产品要求；…')
- 05:13, 12 July 2012 (diff | hist) . . (0) . . N File:Selection1.jpg (current)
- 03:45, 12 July 2012 (diff | hist) . . (+8,469) . . N Security Selection (Created page with '{| style="float:right; background:none;" |- |{{Table of Contents Link}} |} After you have entered data for your client you may proceed with the creation of the documents or rep…')
- 03:02, 12 July 2012 (diff | hist) . . (+5) . . Planit:登入 (current)
- 02:13, 12 July 2012 (diff | hist) . . (+4,013) . . Planit:资产分配界面 (current)
- 01:59, 12 July 2012 (diff | hist) . . (+1,764) . . Planit:资产配置 (current)
- 01:41, 12 July 2012 (diff | hist) . . (0) . . N File:Aa-3.jpg (current)
- 05:04, 11 July 2012 (diff | hist) . . (+3,275) . . N Planit:资产配置 (Created page with 'right 理加的资产配置页面功能是财务规划行业最先进的系统功能。此页面的信息不仅基于个人和企业使用者的反馈，更…')
- 04:58, 11 July 2012 (diff | hist) . . (0) . . N File:Aa-2.jpg (current)
- 04:46, 11 July 2012 (diff | hist) . . (0) . . N File:Aa-1.jpg (current)
- 03:14, 11 July 2012 (diff | hist) . . (+32) . . Planit:用户手册
- 02:57, 11 July 2012 (diff | hist) . . (+30) . . Planit:Asset Allocation
- 02:28, 11 July 2012 (diff | hist) . . (0) . . File:Risk1.jpg (uploaded a new version of "File:Risk1.jpg") (current)
- 00:21, 11 July 2012 (diff | hist) . . (+50) . . Planit:用户手册
- 00:19, 11 July 2012 (diff | hist) . . (+1,885) . . Planit:风险评估界面 (current)
- 05:11, 10 July 2012 (diff | hist) . . (+102) . . Planit:资产与负债 (current)
- 05:04, 10 July 2012 (diff | hist) . . (0) . . N File:Insured 2.jpg (current)
- 04:34, 10 July 2012 (diff | hist) . . (+253) . . Planit:Assets and Liabilities
- 04:24, 10 July 2012 (diff | hist) . . (0) . . N File:Insured.png (current)
- 05:12, 9 July 2012 (diff | hist) . . (0) . . N File:Risk - 2.jpg (current)
- 05:09, 9 July 2012 (diff | hist) . . (0) . . File:Risk1.jpg (uploaded a new version of "File:Risk1.jpg")
- 05:03, 9 July 2012 (diff | hist) . . (0) . . Planit:Risk Profile
- 22:14, 26 June 2012 (diff | hist) . . (+591) . . Planit:储蓄界面 (current)
- 22:12, 26 June 2012 (diff | hist) . . (-2) . . Planit:Savings
- 21:47, 26 June 2012 (diff | hist) . . (0) . . N File:Saving 2.jpg (current)
- 05:09, 19 June 2012 (diff | hist) . . (-15) . . Planit:目录 (current)
- 05:06, 19 June 2012 (diff | hist) . . (+32) . . Planit:用户手册
- 05:06, 19 June 2012 (diff | hist) . . (+40) . . Planit:储蓄界面
- 05:00, 19 June 2012 (diff | hist) . . (-196) . . Planit:储蓄界面
- 04:55, 19 June 2012 (diff | hist) . . (0) . . N File:Saving 1.jpg (current)
- 02:34, 18 June 2012 (diff | hist) . . (0) . . Planit:Savings
- 02:18, 18 June 2012 (diff | hist) . . (+26) . . Planit:用户手册
- 02:17, 18 June 2012 (diff | hist) . . (+781) . . N Planit:遗嘱 (Created page with '当您需要为客户进行遗产规划时，最重要的一点就是确认客户的最新遗嘱。遗嘱页面用来与输入客户和配偶的遗嘱相关的数据信息。 …') (current)
- 02:12, 18 June 2012 (diff | hist) . . (0) . . N File:Will.jpg (current)
- 22:25, 17 June 2012 (diff | hist) . . (+128) . . Planit:Will Information
- 00:02, 15 June 2012 (diff | hist) . . (+1,801) . . Planit:目标 (current)
- 23:56, 14 June 2012 (diff | hist) . . (+14) . . Planit:目标
- 23:51, 14 June 2012 (diff | hist) . . (0) . . N File:Goal3.jpg (current)
- 23:50, 14 June 2012 (diff | hist) . . (0) . . N File:Goal2.jpg (current)
- 23:34, 14 June 2012 (diff | hist) . . (0) . . N File:Goal5.jpg (current)
- 23:26, 14 June 2012 (diff | hist) . . (0) . . N File:Goal4.jpg (current)
- 05:32, 14 June 2012 (diff | hist) . . (+27) . . Planit:用户手册
- 05:32, 14 June 2012 (diff | hist) . . (+1,470) . . Planit:目标
- 05:13, 14 June 2012 (diff | hist) . . (0) . . N File:Goal1.jpg (current)
- 05:07, 14 June 2012 (diff | hist) . . (+272) . . Planit:目标
- 05:05, 14 June 2012 (diff | hist) . . (+1,576) . . N Planit:目标 (Created page with ''''''目标''''' 页面是用来输入客户的人生目标的，它的默认页面会出现当前生活水平和退休生活水平两个目标。 新版本中，此页面也是…')
- 02:50, 13 June 2012 (diff | hist) . . (+25) . . Planit:Objectives
- 00:19, 13 June 2012 (diff | hist) . . (+2,806) . . Planit:自动模式假设 (current)
- 23:43, 12 June 2012 (diff | hist) . . (0) . . Planit:退休金及其他收入 (current)
- 04:57, 11 June 2012 (diff | hist) . . (+6) . . Planit:自动模式假设
- 04:56, 11 June 2012 (diff | hist) . . (+2,265) . . N Planit:自动模式假设 (Created page with '{| style="float:right; background:none;" |} '''''新功能''''' 理加5.3.1之后的版本在 to the '''''自动模式假设''''' 页面做了大量的改进。 '''''自动模…')
- 04:51, 11 June 2012 (diff | hist) . . (+139) . . Planit:Auto Model Assumptions
- 04:48, 11 June 2012 (diff | hist) . . (+51) . . Planit:用户手册
- 04:45, 11 June 2012 (diff | hist) . . (0) . . N File:Auto model.jpg (current)
- 23:39, 20 May 2012 (diff | hist) . . (+2,704) . . Planit:退休金及其他收入
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