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    • 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
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  • 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
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Action-based Planning for Advisors

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.

30-Day "No hassle" Free Trial

How it works

Scenario Building

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.  

Engaging Actions

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.

Tracking Actions

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.

Who loves us

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

Best Practices

Dream Planning

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.




Legacy Retention

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.


Advanced Modeling

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.

Free Chat, Phone & Email Support

Available Training Classes

Our Philosophy in Print

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