Traditional Planning...Reimagined

Modern Data Gathering

Interactive Planning & Reporting

Interactive Planning & Reporting

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Start returning the value from your planning services early while still engaging in comprehensive Data Gathering.  Quick On-Boarding paired with a single page Interactive Profile helps to make Data Gathering a naturally engaging part of the planning process.

Interactive Planning & Reporting

Interactive Planning & Reporting

Interactive Planning & Reporting

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PlantechHub was built for engagement.  We empower advisors to provide an easy to use setting for their clients to better understand the impact of possible decisions.  Presentations can now go to the next level in an environment made for your clients & prospects to play in.

Common Sense Metrics

Interactive Planning & Reporting

Common Sense Metrics

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Why would you call your clients Success Rate results a Monte Carlo Simulation?  We don't know either!  PlantechHub uses a "Goldilocks" philosophy of not to simplistic, yet not too complex, which means diversity of metrics and visuals in a super easy to use environment.

Goals-Focused

Client-First Portal

Common Sense Metrics

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Goals should be front and center of the planning experience.  PlantechHub  allows plans to truly cater to the motivations of the client or prospect by empowering smarter goal structure.  Plans can build the complexity in their actual wants and needs without being forced to do so.

Client-First Portal

Client-First Portal

Client-First Portal

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PTH is an Easy-to-Understand and Engaging experience that should be treated as a take-home version of your plan presentation.  You decide to what level your clients access and play with the incremental variables of the financial plan and how the entire process is blossomed.

Real Planning Power

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The Power of Iteration

For all the small & tweak-able variables, PlantechHub provides the ultimate interface to take advantage of the power of iteration.  Advisors will build higher quality plans faster.  Presentations will become more meaningful and the clients will become more engaged with results.

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Robust Cash Flow Engine

We care about every client, no matter their demographic.  Thus, PlantechHub uses a Cash Flow Engine which cares about Expenses and Incomes throughout the entire lifetime of the client.  It's our goal to allow the advisors and the client to decided how deep in the details they want to get...just know its easy to do so.  

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Comprehensive Data Gathering

PlantechHub was built to serve a wide range of clients by covering a wide range of needs.  This can only be done with a data gathering foundation that cares about details...but not in an obsessive way.  We're not just about Investment Assets, we're also about Flex Spending Accounts.  We want PTH to help you uncover many types of opportunities with us and our Hub Partners.

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Fiduciary Environment

A process that allows deeper analysis when needed is seen as a transparent process to your clients and prospect.  It's the foundation of  trust and then ultimately an action.  Your clients deserve to understand how each suggestion impacts their plan and you will see real engagement when they have the power to view suggestions against events they cannot control.

Beyond Traditional

Modular Design

Customize Theme & Branding

Continuous Planning

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PlantechHub was designed around a  few, but very functional modules that can be used individually or in any combination to create a planing experience.   The modular design allows you to cater the experience to your style and more importantly, to the needs of your clients no matter their age or economic demographic.

Continuous Planning

Customize Theme & Branding

Continuous Planning

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Our unique system of converting suggested changes into actionable advice in the plan is engaging.  Actions don't stop being seen with a single presentation of the plan.   Some suggestions are agreed upon early and some will take discussion.  With PlantechHub, advisors can adopt actions from within the system rather than continuous manual adjustment 

Customize Theme & Branding

Customize Theme & Branding

Customize Theme & Branding

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Customize your clients portal to match your firms branding colors, holidays, or the favorite sports team of a big fish....or small fish just because its super easy to do.  If you want to engage, catering the experience will only increase  opportunities and show the client you care about their experience.  When you are suing PTH with a client, we want it to look like your technology.

Customize Plan Metrics

Customize Plan Metrics

Customize Theme & Branding

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Probability of Success is an industry standard, but there're many different metrics we use to present, test and understand the results of a holistic financial plan.  PTH will allow you customize when and what metrics are used ...as well as how they work...as a default or applied to a specific client.

Digital History

Customize Plan Metrics

Digital History

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Keeping a record of the actions taken during the digital experience is positive for the clients, the advisors, and the firm.  We've designed an automated record keeping process which allows advisors to give their clients an open and interactive environment while always being aware of where they are in the process itself.