Questions & Answers

What is PlantechHub's approach to integration?

We just recently released Version 1 of PlantechHub. Our next step is integration partners. PlantechHub will be aggressive in our quantity of integration as well as our innovation in new ways to merge digital experiences together.

Whats the difference between an Integration and The Hub?

Traditional integrations pass primarily Investment Asset Information along with Personal Information sometimes. PlantechHub will have traditional integrations with CRM's, PMS, Risk Preferences, Etc.., however, the Hub is about converting other digital client facing interfaces to "plug & play". Many niche technologies can breakdown their experiences into Metrics, Graphics, Actions & What-If Considerations, just like PlantechHub. The goal is to do more than traditional integrations by recreating that technologies experience using those four

How does pricing work if our firm has multiple advisors?

PlantechHub is $550 per Advisor in a firm. Multiple Advisors that work together as a team, whether in a RIA or not, will purchase at the full price per advisor. Please do not hesitate to email or call if you are uncertain.