Planning Toolkit FAQ
What's
the difference between Planning Toolkit and Concept Toolkit?
Planning
Toolkit is a financial 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 create a report for a client or prospect but a
full financial plan is not required.
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How
do I backup by client file database?
Click the Utilities button on the Main
Menu screen, click the Backup button and then select Backup
or Restore to bring up the Backup Utilities window. Select
the backup drive and directory and then click the Backup or
Restore button. To exit the Backup Utilities window, click
the Close button. To exit the Utilities window, click the
Done button.
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Why
can't I access the spouse's fields in some modules?
Make sure that the Client/Spouse box is checked in the 2.
Select Type
of Plan section on the Main Menu screen.
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Why
don't graphs on exported PDF Reports appear?
Pie and bar charts add considerably to the size of the PDF
report files making them too large to email to a client or
prospect with a dial-up internet connection. The affected
charts are in the Cash Flow, Net Worth, Asset Allocation,
Retirement and Education
modules.
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How
do I change my title, company name and CPP and OAS benefit
information?
Click on the Settings button at the
bottom of the Main Menu screen of Planning Toolkit.
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Can
I print out blank forms or a fact finding questionnaire?
You can print blank entry forms to
assist you in entering data for all modules. The blank entry
forms mimic the entry screens to let you and your staff streamline
the data entry process. Click on the Print Forms button at
the bottom of the Main Menu screen of Planning Toolkit. You
must have Acrobat Reader installed on your computer to print
these forms which have been created in PDF format.
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Can
I create a quick financial plan with 4 modules only?
Yes. For example, if you want to create a financial plan with
the Cover Page, Disclaimer, Net Worth and Retirement modules
only, follow these steps:
| 1. |
First,
create a template of the quick plan. On the Main Menu
screen, create a new client with this name, Quick Plan.
Check the four modules that you want to include in your
financial plan using the checkboxes next to the modules
name on the right hand side of the Main Menu screen and
uncheck those you don't want to use. |
| 2. |
To
use the template with a client, go into the Clients window,
select the previously saved Quick Plan client and use
the Save As button to save it under the current client's
name. You can use Save As to create financial plan templates
that you can use over and over again without having to
select modules and enter the same data each time. |
| 3. |
Enter
the required information in the Personal Data module and
then proceed to enter the required data in the remaining
modules. |
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How
do I preview the printed output for a module?
Click the Preview button located between
the Save and Print buttons along the row of buttons at the
bottom of the data entry screens for all modules.
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How
do I add another row of entry fields in the Net Worth and
Asset Allocation modules?
Press the Tab or Enter key after completing
your entries for a row to create a new blank row.
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How
do I delete a row of entry fields in the Net Worth and Asset
Allocation modules?
Right
click on any part of the row that you want to delete. Click
the Delete button that pops up to delete the row.
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