Plantechhub offers advisors and teams the capability to create and customize their own Portfolio Assumptions. Portfolio Assumptions are composed of portfolios, portfolio groups, and capital market assumptions. Users are not limited to a single set of portfolios or capital market assumptions. By creating and customizing multiple Portfolio Assumptions, clients can be matched to assumptions which better fit their individual investment needs.
PlantechHub offers a broad array of investment asset types for use in modeling the client’s investment portfolio. The list including employer sponsored plans, IRA’s, education investments, annuities, and brokerage accounts all have calculation specific logic for additions, growth, and distribution to model the plan spending more precisely.
The easy to use Integration system allows users to include or exclude specific investment assets and review the data for the linked account before adding it to the plan. Once added, users can see last update time, pause updates or stop the integration on an asset by asset basis. See our Integration section for more information on available and future integration partners.
Portfolio Assumptions in PlantechHub allow for creating one or more sets of custom portfolios and asset classes. A particular set of Assumptions can be assigned via Settings at the Team, Advisor, or individual Plan level. From simplified assumptions for client data entry or more advanced assumptions for specific portfolio management, the plan can be catered to meet the client’s investment modeling needs.