Any of this information could change and some of it will.
Last updated: July 3rd, 2020
The History module tracks the planning process, which includes Access, The Current Plan Facts & an Audit Trail of advice.
The upcoming inherited IRA feature will provide functionality for the user to model the inheritance of either a Roth or Traditional IRA. The feature allows the user to model the required minimum distributions in additional to asset withdrawals. The user may select from the “grandfathered” or eligible designated beneficiary lifetime option, as well as flexibility to distribute within the required ten year period.
We have big plans for this Goal Expense. Some clients will have unique Real Estate scenarios we want you to easily model and use to expand advice.
PlantechHub is a planning experience for all ages and income levels. We're dedicated to bringing features like these that allow planners to help those that really need it.
We evaluating potential partners now and working on our aggregation strategy.
Redtail is an obvious choice as a first integration partner due to its popularity among those we want to serve. We're exploring traditional integrations to decrease data entry, but also excited to bring in some non-traditional plan data that hasn't traditionally been available.
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
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