Planning Toolkit Help

User Guide (PDF)


Quick Start

What is Planning Toolkit?
  • Planning Toolkit is a needs analysis financial planning software package with twelve integrated planning modules.
  • A fact finder questionnaire allows you to gather and enter data once. All information distributes into each integrated module.
  • Easy to use it allowing advisors to complete a full financial plan in 30-45 minutes and flexible enough for single needs analysis when a full plan is not needed.

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What’s the difference between Concept and Planning Toolkit?
  • Concept Toolkit is a quick calculator and concept illustration tool.
  • Planning Toolkit is a comprehensive financial planning software tool that lets you create full financial plans for clients quickly and easily.
  • 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.

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Main Menu Screen
  • Here is quick tour of the Main Menu screen in Planning Toolkit.

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Changing Advisor Information
  • You can change the Advisor Name, Title and Company in Planning Toolkit. Not all information can be changed, depending on your software license.
    • If you have an individual software license, you can change your Title and Company but not your Name.
    • If you have a corporate site license, you can change your Name and Title but not your Company.

1. Click Settings on the Main Menu screen.

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1. Change the information in the Advisor Name, Advisor Title and Company Name fields.
2. Click Done to close the Settings window.

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