PlanView Portal Training Library
All Guides
Plan Health
The Plan Health tool provides a snapshot of key metrics in your plan. Explore data within different time frames and filters, then download presentation-ready graphics to share with your team.
Plan Activity
Your plan activity dashboard allows you to monitor and manage all requests across Plan and Participant Inquiries, Loan Delinquency Reports, and Call Logs.
On-Demand Reporting
The On-Demand Reporting tool (ODR) provides plan sponsors access to retirement data for their plans. Choose from 60 prebuilt reports, or create a custom report to analyze how participants are using plan features.
User Access and Permissions
User Access System (UAS) allows authorized approvers to grant, revoke, or make adjustments to what a user can access within PlanView Portal.
Participant Lookup (CAIS)
Search, view, and modify participant data with Participant Lookup (formerly known as Client Access Inquiry System).
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