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.
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.
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.
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.
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.
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 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.
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.
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