Action-based is an innovation in financial planning software that converts advice into actionable units to build scenarios. Each scenario exists independently, allowing advisors to develop scenarios not possible in the traditional planning experience, demonstrating more value and gaining ROI in planning services.
Advice is built into actionable units that act as the free form building blocks of Scenarios. Advisors can access unlimited scenarios, all independent, allowing the creation and play of many scenarios.
An action-based design allows for all planning conversations (debts, distributions, etc.) to be had on all scenarios. Additionally, all scenarios are comparable to each other for impactful client engagement.
Actions can be easily and efficiently tracked by Advisors passively viewing plan results. Additionally, the complete story of the plan is always accessible which keeps an accurate record of plan inputs and advice suggested.
Advisors, firms & institutions that want to deliver more advice
Advisors that want a more interactive and value-add client presentation
Advisors that want an easier & more engaging digital experience
Advisors that want to offer services to prospects of all ages
Sometimes your clients ask tough questions your planning software can't answer. PlantechHub was built to explore those dreams which deviate away from their already established financial plan goals.
PlantechHub provides a quick and easy way to establish and secure a relationship with your clients children. If you engage them early, then by the time you would want them as clients, either through inheritance or their own success, they already will be.
Its never been easier to showcase your advice by creating scenarios for all the real life and complex factors that effect your clients plan. Each scenario represents one or more education points.