Planning for Everyone

PlantechHub's Suggested Actions page serves as a One Page Financial Plan for clients to see at a glance how their plan performs and what actions their Advisor is recommending.

The Invite Client process allows Advisors to connect directly with their clients to have them participate in Data Gathering,  try out options in the Workshop, or view their Suggested Actions.

Configurable Plan Access provides a way to give clients or professionals access to participate in the plan.  They can be given  access to specific modules with the ability to just view the data or be allowed to change it as well.

Users can create Scenarios that contain a set of Actions to adjust the current plan.  Actions can either add items to the plan or change existing items.  Advisors can flag a specific scenario to be shared with their client as the list of Suggested Actions for the plan.  If the client agrees, individual actions can be adopted into the current plan.

Strategies are items in the plan that allow for converting one type of plan item into another (e.g., Roth Conversion) based on a specified timeline.  They can be added to the current plan to identify a planned conversion or suggested as an Action in a Scenario.

Plan History provides a timeline of changes to plan items and who made them as well as recording access to the plan to help see that the plan has been reviewed.

PlantechHub supports settings that fit the user's organizational model.  Options are available so that all Advisors on a team can share settings or they can be individualized down to the plan level.  Individual settings can also be locked down so they cannot be overridden.

PlantechHub empowers advisors with the ability to address both immediate cash flow questions and long-term lifestyle goal planning seamlessly.   The expense driven cash flow system examines ongoing expenses and incomes such as employment, living expenses (continuous budget) and debt reduction.  At the same time, a convenient goal conversation is available to include the client’s desired lifestyle and investment choices for a complete long-term plan result.

Advisors have the ability to customize a wide variety of items throughout the application.  This includes the colors of the site, which graphs or result metrics to display, the capital market assumptions to use, and more.