PlantechHub creates an environment that allows advisors and their clients to easily work together as much or as little as desired for a smooth planning experience. The Data Gathering forms capture only the data necessary to perform the modeling and analysis and wherever possible generates related data (e.g., corresponding expenses for a debt payment) rather than requiring double entry.
Clients can be invited to participate in some or all the Data Gathering process from the start via the Invite Client process or later via Plan Access. The advisor has full control over what capabilities are shared, when they are shared, and can use Plan History to monitor any access or changes.
The initial Onboarding portion of Data Gathering acts as a wizard to walk the user through just the required items to get started. From there, the Plan Profile provides an easy way to gather additional data about Investments, Debts, Expenses, etc. with minimal effort and without having to back and forth through a multi-step process.
PlantechHub's one page Plan Profile provides an at a glance view of all of the current plan items as well as serving as the central navigation point to add additional or change existing items. User's can see the current or first year values and totals for plan items to give an instant look at how changes start to impact the plan.
Integration allows Advisors to import and link items from one or more sources to items in the plan. Items can be created and linked directly from the external source or created manually in PlantechHub and linked later. Linked items in PlantechHub have relevant data (e.g., account balance) updated to stay in synch with the source.