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Planners

Planners allows you to create customized plans for your clients. There are three plan types available:

To begin creating client plans, click Planners in the Navigation Bar.

Otherwise, the Retirement Planner screen appears. Click the tabs at the top to create a Tuition or Asset Allocation plan

Creating a Retirement Plan

When this screen first appears, it contains any default information* you entered in the Advisor Preferences screen, but you can change it here if required. Fill in all the information and assumptions required to plan for the client's (and their spouse's, if applicable) retirement

Once you have filled in all this information, you can enter the investments which are planned to achieve the client's retirement goals:

You now have the following options:

Creating a Tuition Plan

A Tuition Plan allows the client to determine how much money should be put aside to cover future tuition costs for their dependant(s). Note that if you specified no dependants in the Client File, an error message will appear and you will be given the option to do so.

When this screen first appears, it contains any default information* you entered in the Advisor Preferences screen, but you can change it here if required. Fill in all relevant fields.

In the table below

Once you have filled in all this information, you can enter the investments which are planned to achieve this goal:

You now have the following options:

Creating an Asset Allocation Plan

Here you can create and associate up to four different profiles with this client. For example, you might create a profile called Aggressive with a high equity content, or Conservative for a high bond/cash content.

You now have the following options: