We realize that your clients hold two very different types of assets:
Assets that are unique to them, such as their personal residence or a business, and
Assets that are also owned by others, such as stocks or mutual funds.
Further, we also realize that different types of assets need different data entry items (fields). A business asset is quite different from a mutual fund.
When you add an asset to a client's portfolio, you select the type of asset from the Portfolio Menu. MasterPlan then arranges the data entry items for that asset into one or more groups. Each group is identified by a Tab.
In Lesson 2 you saw that MasterPlan divides the Client Data Entry window into five tabs: Client Projection Assumptions, Contact, Dependent, and Custom.
Asset data entry windows for each type of asset include two or more of the following tabs: Common Pool, Description, Common Codes, Expenses, and Retirement/Payout.
