You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Home > Getting Started on Engage > Salentica Engage Entities > Financial Information - Financial Plan
Financial Information - Financial Plan
print icon

A financial plan is a document containing a person's current financial situation, long-term monetary goals, and any strategies developed to achieve those goals. Advisors need an understanding of these financial plans in order to determine the best course of action to achieve them. To make this easier for Advisors, and to keep all this information in one place, Salentica Engage has added the new entity call the Financial Plan. This is where these details about the Financial Plan can be logged, revisited, and adjusted as needed for team members to reference when having this important discussion with clients.

On an ongoing basis, users can document the client’s goals as they change and add amendments to the Financial Plan as necessary. Detailing Return Objectives, Risk Objectives, Liquidity, and Life Expectancy on the Financial Plan will help build the framework for the client’s IPS.


Financial Plan is located under the Relationship entity. Underneath the Financial Plan, users can track Goals and Amendments (1 to many relationship).

What's included in a Financial Plan?

  Field Name   Field Type
  Name   Text & Required
  Last Review Date   Date
  New Review Date   Date
  Current Situation   Text Area
  Proposed Situation   Text Area
  Relationship   Look Up - Filled w/Relationship 
  Tax Filing Information   Look Up to Tax Filing

Liquid Analysis

  Field Name   Field Type
  Return Objective   Text
  Risk Objective   Text
  Liquidity   Text
  Life Expectancy   Text

Related Records

  • Financial Plan Goals
  • Financial Plan Amendments
  • IPS
  • Financial Assets
  • Financial Liabilities
  • Legal Entities
0 out of 0 found this helpful

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

scroll to top icon