FAQ – Concept Toolkit

FAQFrequently Asked Questions

What’s the difference between Planning Toolkit and Concept Toolkit?

Planning Toolkit is financial planning software and a needs analysis tool that lets you create full financial plans for clients. Concept Toolkit is a quick calculator and concept illustration tool. Concept Toolkit can be used to complement and enhance your full financial planning software reports. It’s also a great time saver when you need to do a quick calculation for a client or prospect but a full financial plan is not required.

Compare the software and learn which one is right for you >>

Can I print more than one concept screen at a time?

You can print more than one page at a time by clicking on the Reports button, selecting or creating a new report and then clicking on the Print button. You can enter the client’s name that you want to appear on the page and the number of copies you want to print. All of the pages in the presentation will print automatically.

Can I group more than one concept into a report or presentation?

The Report Builder in Toolkit is a powerful feature that lets you build an unlimited number of reports or presentations using any combination of the 300 screens in Toolkit. To open the Report Builder window, click on the Reports button on the Main Menu screen or the Reports button on any Content screen.

Can I create a PDF copy of a concept or calculator screen?

Yes but you must have a PDF printer installed on your computer.

  1. Click on Select Printers on the Main Menu screen of Concept Toolkit.
  2. Select a PDF printer from the list.
  3. Go to a screen and click Print Page.
  4. After you click Print, a window will appear asking you to give the new PDF file a name.
  5. Type in the name and select a folder to store the PDF file.
  6. Email the PDF file as an attachment to your client.

When I change a number on the data entry screen, why don’t the calculations change?

You must press the Enter or Tab key or click the mouse after typing in the number. If you type in a number and without doing one of these three things, your entry will not be “saved” and the calculations will not change.

Why is there no Save button?

All data in Toolkit is saved automatically as you enter and change data under the current client’s name. There is no “Save” button or “Save data?” prompt when you exit Toolkit because of the automatic save feature.

How do I backup client files?

If you save information in Concept Toolkit by client, you should back up the client data files at least once a week. The frequency of your backups should be proportional to the amount of data you can afford to lose.

1. Manual Backup
Use the Backup button on the Main Menu screen to copy the “Clients” and “Clients2” folders located inside the “C:\Program Files (x86)\Concept Toolkit 12″ folder to a flash drive.

Click here for detailed instructions on how to do this.

2. Online or Remote Backup
Online backup, also known as remote backup, is a method of offsite data storage in which files, folders, or the entire contents of a hard drive are regularly backed up on a remote server or computer with a network connection. You can use one of the many online backup services to backup your client files. Simply add the “Clients” and “Clients2” folders located inside the “C:\Program Files (x86)\Concept Toolkit 12″ folder to the list of files that you schedule in your regular online backup.

Can I create a financial plan in Concept Toolkit?

Yes. To create a basic financial plan, click on the Planners tab to access these planning modules: Cover Page, Goals, Cash Flow, Net Worth, Asset Allocation, Retirement, Life Insurance, Disability Insurance, Estate Planning Checklist, Estate Tax Calculator, Recommendations. To create more detailed plans with full client/spouse integration, we recommend you use Planning Toolkit.

How do I get the pages to print out in portrait format?

With the exception of Concept Toolkit’s Planner calculators and several concept screens, you can only print in Landscape mode (“sideways”) in Concept Toolkit. Changing your printer’s setting to Portrait mode will not have any effect on the orientation since it has been set internally within Concept Toolkit.

How do I change the marginal tax rates?

Click the Settings button and then click the Tax Rates tab to change marginal tax rates. The rates you enter here will flow through to the appropriate concept, calculator and data entry screens.

Why doesn’t Concept Toolkit fill up my computer’s entire screen?

Concept Toolkit is designed to fill up the entire screen for monitor resolution settings of 800 x 600 only. The only way open the program in full screen is to change your monitor’s resolution to 800 x 600. When you are done using Concept Toolkit in full screen mode, you will need to change your monitor’s resolution back to it’s original setting. To make the Concept Toolkit screen appear larger without taking up the entire screen, change your monitor’s resolution to a size larger than 800 x 600 but smaller than the existing setting.

Can I import Concept Toolkit slides into PowerPoint?

The Presentation Builder in Toolkit is a powerful feature that lets you build an unlimited number of reports or presentations using any combination of the 300 screens in Toolkit. To open the Presentation Builder window, click on the Create a Presentation bautton on the Main Menu screen or the Presentation button on any Content screen.

How to Move Concept Toolkit Slides Into PowerPoint

  • Open up Concept Toolkit
  • Open up your screen capture program
  • Go the Concept Toolkit slide you want to use
  • Use the screen capture program to capture a screen shot of the slide. Make sure you use the capture “Region” option which lets you capture only the slide portion of the screen and not the buttons and background.
  • Save the screen shot image to a folder and give it a meaningful name.
  • Repeat for the next slide.
  • Open up PowerPoint.
  • Insert the screen images into PowerPoint slides using the Insert -> Picture -> From File option

How do I email a Concept Toolkit screen?

There are two ways to email a Concept Toolkit screen:

  1. using Microsoft Word
  2. using a software product call AllPDF (or another PDF product)

1. Emailing a Concept Toolkit Screen Using Word

To take a screen shot copy with the top and bottom menu bars of Concept Toolkit visible:

  1. Open up Concept Toolkit and go the screen you want to copy.
  2. Press Alt-Print Scrn on your keyboard. The Alt key is next to the spacebar and the Print Scrn key is just above the Insert key.
  3. Open up Microsoft Word.
  4. Select Page Setup from the File menu, click the Paper Size tab and then select Landscape for Orientation. Using Landscape will give you a larger printout area.
  5. Select Paste from the Edit menu or press Ctrl-V on your keyboard. The screen shot should appear in the document.
  6. Save the word document and email it as an attachment.

To take a screen shot copy with the top and bottom menu bars NOT visible:

  1. Open up Concept Toolkit and click on Reports on the Main Menu or Reports on any content screen
  2. Click on the New button in the Reports window
  3. Type in a name for the Report and press the Tab or Enter key to save it
  4. Click on the page you want to email in the Toolkit Pages scrollbox and click on Add Page
  5. Click the Save button and then click View
  6. Click Hide Buttons in the top left part of the screen
  7. Press Alt-Print Scrn on your keyboard. The Alt key is next to the spacebar and the Print Scrn key is just above the Insert key.
  8. Open up Microsoft Word.
  9. Select Page Setup from the File menu, click the Paper Size tab and then select Landscape for Orientation. Using Landscape will give you a larger printout area.
  10. Select Paste from the Edit menu or press Ctrl-V on your keyboard. The screen shot should appear in the document.
  11. Save the word document and email it as an attachment.
2. Emailing Reports Using PDF

You must have a PDF printer installed on your computer to create a report in PDF.

  1. Click on Select Printers on the Main Menu screen of Concept Toolkit.
  2. Select a PDF printer from the list.
  3. Go to a screen and click Print Page.
  4. After you click Print, a window will appear asking you to give the new PDF file a name.
  5. Type in the name and select a folder to store the PDF file.
  6. Email the PDF file as an attachment to your client.
Didn’t find what you are looking for? 

Registered users of Concept Toolkit and Planning Toolkit can contact us for technical support by:

  • Calling 905-648-3221 between 9:00 am and 5:00 pm EST.
  • Email us