See a client's plans
The Plans tab on a client hub lists the client's pensions, investments, protection policies, mortgages and other plans, with each plan's latest value and when it was valued. Add a plan here, or open one to see its holdings, valuations and contributions.
Where to find it
Open the client, then click the Plans tab.
URL:
https://app.templi.ai/clients/<client>/plans
Every client's plans are also listed under Library > Plans at https://app.templi.ai/plans.
What the tab shows
The top of the tab shows the combined value of the client's Pensions and investments and how many Plans they hold. Plans are then grouped under Pensions, Investments, Protection, Mortgages and Other, each with its count and total value.
Each plan row shows:
The product name, with the provider, policy number and any charge on the plan underneath.
Valued: the date of the latest valuation, in amber when it is more than 12 months old, or Not valued.
Value: the latest valuation.
Fees that are not tied to a plan, such as an ongoing advice fee, are listed under Fees not on a plan. The tab shows up to 100 plans.
Plans from Intelliflo Office, Iress Xplan or Plannr arrive when the client's plans sync. Each sync appears on the client's Activity tab.
Add a plan
Click Add plan.
The client is already under Clients. Add anyone else who holds the plan.
Choose the Type and Status.
Fill in the Provider, Product name, Policy number and Reference you have.
Add the Started on and Ended on dates if you know them.
Click Add plan.
The new plan opens at https://app.templi.ai/plans/<plan>, where you add holdings and contributions. Plans covers everything on that page.
Open a plan
Click a plan's row to open it. Its page has the plan's holdings, valuations, contributions, transactions and charges.
Ask Templi
Click Ask about and the client's name at the bottom right of the tab. For example:
Which of Sarah Winters' pensions haven't been valued in the last year?
Add Sarah's new Aviva stocks and shares ISA from the attached welcome letter.