A New Way to Build and Present a Holistic Plan

Build Quality Plans Quickly

Build Quality Plans Quickly

Build Quality Plans Quickly

Our revolutionary interface provides a powerful planning experience advisors and clients find refreshingly straightforward.  The secret is Iteration!  Testing ideas and answering questions on the fly has never been easier...or faster.

Truly Engage Clients

Build Quality Plans Quickly

Build Quality Plans Quickly

Increasing the value of advice is easy when  PTH is used to answer hard questions.  Your clients digital planning experience should be content rich in Dreams and Concerns...but in a way that only a professional can provide. 

Provide More Services

Build Quality Plans Quickly

Provide More Services

We'll never be the best at everything, but we've designed PlantechHub to work with those technologies that are the best at their respective services.  Let's move beyond the mere passing of Asset Info and start to integrate experiences.

What is Service-driven planning technology?

Service-Driven Modules

Service-Driven Modules

Service-Driven Modules

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Navigation through the  planning process is compartmentalized by State of Service, not by Product.  The Results are a much more Intuitive and Engaging planning experience with Robust Planning Power.

Best-Interest Planning

Service-Driven Modules

Service-Driven Modules

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Advisors can easily empower clients to test advisor suggestions; incrementally against each other, as well as against alternative strategies.   PTH promotes a Fiduciary environment that clients respond to.

Continuous Planning

Service-Driven Modules

Continuous Planning

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A service-focused planning process treats a relationship as a never-ending workflow.  These features bolster the expansion of  the planning experience to use planning software like you never have before.

Customization

Unified User Experience (UUX)

Continuous Planning

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PlantechHub was built with unrivaled customization capabilities to complement your unique planning style.  We then Up your Service Game by making it super quick an easy to customize the experience for individual clients and prospects.  

Increasing ROI

Unified User Experience (UUX)

Unified User Experience (UUX)

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Increasing the return on your capital and time invested into planning services is nearly impossible when you don't know what is or isn't working.  It's our goal to track and measure elements of both the process as well as the plan results. 

Unified User Experience (UUX)

Unified User Experience (UUX)

Unified User Experience (UUX)

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Advisors and clients benefit from a common Data Gathering, Analysis, Presentation & Client Portal.  We've built PTH to accomplish this with Hub Partners and we're working on our 1st Hub Connection now for post Version 1.