PlantechHub tracks a client's Net Worth throughout the life of the plan and provides the tools to look at the value as a whole or via its component plan items. By using Actions and What If Considerations, users can instantly see the impact of changes on the Net Worth today or over the life of the plan.
PlantechHub tracks a variety of Investment Asset, Real Asset, and Debt types to build the total Net Worth picture. Life events such as new purchase, growth or sale of an asset are captured as part of the Data Gathering process and automatically adjust the value during the life of the plan.
There are a number of metrics and graphs that provide insight into the Net Worth value at different points in the plan. For example, The Net Worth Comparison graph provides an easy way to see a before and after of Net Worth when applying Actions or What If Considerations as part of a Scenario.