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    • Home
    • Solutions
      • Data Gathering
      • Goal Planning
      • Income Planning
      • Expense Planning
      • Debt Management
      • Investment Management
      • Tax Planning
      • Net Worth
      • Risk Management
      • Compliance
    • Tech
      • Scenarios and Actions
      • What If Considerations
      • Customization
      • Portfolio Assumptions
      • Plan Access
      • Plan History
      • Team Management
    • Resources
      • Videos
      • Articles
      • Contact Us
      • Schedule a Call
      • Release History
      • About PlantechHub
    • Pricing
    • Free Trial
    • Sign In
  • Home
  • Solutions
    • Data Gathering
    • Goal Planning
    • Income Planning
    • Expense Planning
    • Debt Management
    • Investment Management
    • Tax Planning
    • Net Worth
    • Risk Management
    • Compliance
  • Tech
    • Scenarios and Actions
    • What If Considerations
    • Customization
    • Portfolio Assumptions
    • Plan Access
    • Plan History
    • Team Management
  • Resources
    • Videos
    • Articles
    • Contact Us
    • Schedule a Call
    • Release History
    • About PlantechHub
  • Pricing
  • Free Trial
  • Sign In

Net Worth

Overview

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.

Tracking Net Worth

Tracking Net Worth

Tracking Net Worth

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.

Result Items

Tracking Net Worth

Tracking Net Worth

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.  

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