Overview
PlantechHub provides a number of customization options to enable Advisors to provide the best experience for their clients.
The Team, Advisor, and Plan Settings allow Advisors to make their customizations at the corresponding level so they apply to as many or as few plans as desired. Team Settings are automatically picked up by all Advisors on a Team and Advisor Settings are automatically picked up by all plans that an Advisor owns. Settings that are picked up in this way can be overridden unless explicitly denied which can be done on a setting by setting basis.
Banner
Calculation
Banner
Banner settings let a User customize what shows up in the top left banner of the site. This can include a Title (e.g., firm name) with an optional web link. Phone, Email, and web calendar links can also be set for easy contact with an Advisor.
Theme
Calculation
Banner
Theme settings enable Users to determine what colors are used on the site. Users can set a primary, secondary, and accent colors as well as text colors to use with them. Changes are made on the fly so the User can see right away what the site will look like with that setting.
Calculation
Calculation
Calculation
Calculation Settings specify the values for different kinds of Inflation, set a limit for Excess Cash before reinvesting in a target account, and identify the set of Portfolio Assumptions.
Graphs
Metrics
Calculation
Graph Settings are used to determine which graphs show up on the Scenarios, Suggested Actions, Workshop, and Plan Comparison pages as well as what colors are used by those graphs. This allows Advisors to customize the experience based on specific questions.
Metrics
Metrics
Metrics
Metrics Settings allow a User to specify which metrics show up on the Scenarios, Suggested Actions, Workshop, and Plan Comparison pages. Users can also choose what colors indicate that targets are met or missed and set target values.