Planworth provides several ways to stay informed about product updates, important deadlines, and client activity.
The Advisor Dashboard displays general notices and client updates across your workspace, while the Client Dashboard provides alerts specific to an individual household. For a detailed history of changes to a client's information, use the Client Data Log.
1. Understand the Different Notifications
Planworth organizes notifications and activity information into several areas:
Feature | Purpose |
News Alerts | Displays product updates, tax information, guideline changes, and other general notices. |
Deadline Widgets | Provides reminders about important dates and rates, such as RRSP contribution deadlines and CRA prescribed rates. |
Client Updates | Shows a count of pending client-level updates across the clients you can access. |
Client Dashboard Alerts | Highlights planning considerations for a specific household, such as insurance coverage or estate documentation. |
Client Data Log | Records a history of changes made to an individual client's information. |
These features serve different purposes. General notices and deadline reminders are not specific to a client's financial plan, while Client Updates, household alerts, and the Client Data Log help you review client-related information.
Advisor Dashboard showing News Alerts, Client Updates, deadline reminders, and client navigation.
2. Review News Alerts and Deadline Widgets
The Advisor Dashboard displays general information relevant to advisors.
News Alerts
News Alerts may include:
Planworth product updates and feature announcements.
General tax or financial planning guideline updates.
Other workspace-wide notices.
These notices are informational and are not associated with an individual client's financial plan.
Deadline Widgets
Depending on your workspace, the Advisor Dashboard may display reminders for:
RRSP Contribution Deadline: A seasonal reminder about RRSP contribution timing.
Tax Filing Deadline: Important dates related to personal income tax filing.
CRA Prescribed Rate: Current or upcoming prescribed-rate information relevant to certain financial planning strategies.
These widgets provide general reminders and reference information. Always confirm applicable deadlines and rates using current official or firm-approved sources.
3. Review Client Updates
Client Updates on the Advisor Dashboard displays the number of pending client-level updates across the clients you can access.
Client Updates helps identify clients who may require attention. It is not a complete record of every change made to a household.
For a detailed history of recorded changes, use the client's Client Data Log.
4. Review Alerts on the Client Dashboard
In addition to workspace-wide notifications, individual clients may have alerts displayed on their Client Dashboard.
Client Dashboard showing Alerts and Client To-Dos
These alerts highlight planning considerations that may require review, such as:
Missing or outdated wills and estate documents.
Insurance coverage considerations.
Other household-specific planning reminders.
Client Dashboard alerts are prompts for review rather than recommendations to take a specific action. Advisors should assess their relevance based on the client's circumstances.
5. Review the Client Data Log
The Client Data Log provides a history of recorded activity for an individual household. Depending on the activity, the log may include changes to client information, partner information, scenarios, and planning toggles.
Client Data Log showing recorded activity and the available date and filtering options.
6. Troubleshooting Notifications and Activity History
A Notification or Deadline Widget Is Missing
Not every workspace displays the same dashboard widgets. If you expect a feature to be available but cannot find it, confirm that you are viewing the correct dashboard. Contact Planworth Support if the expected feature remains unavailable.
The Client Updates Count Does Not Change
If the count does not update after reviewing a client or making a change:
Confirm that any relevant changes were saved.
Refresh the Advisor Dashboard.
Reopen the update list and review the affected client.
If the count still appears incorrect, contact Planworth Support with the client details and the unexpected behaviour.
Key Takeaway
Use the Advisor Dashboard to review general notices, deadline reminders, and pending Client Updates. Open the Client Dashboard to review household-specific alerts.
When you need to investigate changes made to an individual client's information, use the Client Data Log to review the recorded activity and compare it with the current client information.