Our Benefits

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

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

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

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

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

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

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

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

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

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

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

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