Credential representatives who subscribe to the enhanced version of knowledgeXchange® (kXg) can access the Portfolio Planner. The link to the tool is found in "Hot Links" or under Tools>>Mutual Fund Portfolio Solutions.
When the Portfolio Planner is accessed through the knowledgeXchange menu it provides the option to save an electronic copy of the information in a kXg user file that can be accessed by that representative, or shared between representatives in a credit union based on their kXg user profile.