Mapping of Plannerpad fields to Optimo Pathfinder fields
This page explains where data entered in Plannerpad appears when it is uploaded to Pathfinder. Please note that this isn't a complete list of all the data that is copied.
Item | Where it is entered in Planner pad | Where it will appear in Pathfinder |
---|---|---|
Salary |
|
|
Superannuation |
|
|
People (individuals and their dependants) |
| At the Current situation > Personal details For more, see Individual and Dependants. |
Insurance |
| Existing insurance appears at the Current situation > Insurance step. For more, see Insurance. |
Retirement age |
|
|
Any proposed items | You can make notes about new items in the Goals and objectives section (this is in the Risk profile section on the left menu), however note that these details are not uploaded to Pathfinder. | You will need to add new items to Pathfinder manually at the Cash flows & Goals step. For more, see Tips for creating scenarios (Cashflows & Goals step). |