• Home
  • Solutions
    • Data Gathering
    • Goal Planning
    • Income Planning
    • Expense Planning
    • Debt Management
    • Investment Management
    • Tax Planning
    • Net Worth
    • Risk Management
    • Compliance
  • Tech
    • Scenarios and Actions
    • What If Considerations
    • Customization
    • Portfolio Assumptions
    • Plan Access
    • Plan History
    • Team Management
  • Resources
    • Videos
    • Articles
    • Contact Us
    • Schedule a Call
    • Release History
    • About PlantechHub
  • Pricing
  • Free Trial
  • Sign In
  • More
    • Home
    • Solutions
      • Data Gathering
      • Goal Planning
      • Income Planning
      • Expense Planning
      • Debt Management
      • Investment Management
      • Tax Planning
      • Net Worth
      • Risk Management
      • Compliance
    • Tech
      • Scenarios and Actions
      • What If Considerations
      • Customization
      • Portfolio Assumptions
      • Plan Access
      • Plan History
      • Team Management
    • Resources
      • Videos
      • Articles
      • Contact Us
      • Schedule a Call
      • Release History
      • About PlantechHub
    • Pricing
    • Free Trial
    • Sign In
  • Home
  • Solutions
  • Tech
  • Resources
  • Pricing
  • Free Trial
  • Sign In

4 Reasons Why

  1. Better Modeling
  2. More Impactful Presentations
  3. Empowered Client Access
  4. Useful Plan Management 

Get started with a Free Trial

1. Better Modeling

Open Build

Advisor Confidence

Advisor Confidence

Build a better, more life-like current plan & alternative scenarios that truly show the value of advice.

Advisor Confidence

Advisor Confidence

Advisor Confidence

Create quality plans faster with Helper Metrics, Visual Inputs, and the elimination of Jerry-Rigging.

Numbers Forward

Advisor Confidence

Numbers Forward

Knowing what's going on under the hood of the plan has never been easier to access and understand

2. More Impactful Presentations

1-Page Financial Plan

1-Page Financial Plan

1-Page Financial Plan

PlantechHub allows holistic plan engagement in a single, client interactive view, perfect for touch.

Engaging Actions

1-Page Financial Plan

1-Page Financial Plan

Answer difficult questions on the fly, while encouraging your clients to play with ideas & suggestions. 



Dream Planning

1-Page Financial Plan

Dream Planning

Expand your client's financial goals and discover new motivations by discussing their alternative dreams.

3. Empowered Client Access

Super Easy

Next-Gen Client Portal

Next-Gen Client Portal

Client Access is incredibly quick to set up and very easy for clients to register and onboard themselves. 

Next-Gen Client Portal

Next-Gen Client Portal

Next-Gen Client Portal

Invite prospects online to share in Data Gathering or use Do-It-Yourself Mode to retain with technology.

Record Everything

Next-Gen Client Portal

Record Everything

Keep a living history of any planning experience including access, plan inputs, and suggested actions.

4. Useful Plan Management

Customization

Customization

Customization

Match your colors to the experience while also matching the plan visuals and metrics to the opportunity.

Safe Play

Customization

Customization

A revolutionary User Hierarchy allows planners to easily play and experiment with settings

Collaboration

Customization

Collaboration

Firms can easily set up, control & track the teamwork of internal staff as well as external professionals.

Home of the 1-Page Financial Plan

Book Quick 1on1 with Staff

Be the first to learn about new releases & integrations

Copyright © 2022 PlantechHub - All Rights Reserved.

help@plantechhub.com - (833) 752-6832