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FREE LICENSE FOR KEEPS TO ACCESS FREE & PAID SERVICES.

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Pay by the Month

Direct to Consumer

Completely Private Plans

Pro-Bono Planning

Premium Upgrade

$1000 / YEAR OR $90 / MONTH
(Per Advisor, Annual Commitment)

Create Unlimited Scenarios for Unlimited Clients

Customize Metrics, Graphs, Themes & Market Assumptions

Create and Manage a Team of Advisors & Support Staff

plus

10 / Year

5 / Year

1 / Employee

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Why Scenario Planning?

What is a Scenario?

An open whiteboard that begins with the Current Plan, empowering users to easily add controllable actions and model uncontrollable events. Each scenario can stand alone, offering flexibility for hundreds of unique planning needs.

1. Deeper Engagement for your traditional clients

Better financial planning starts with exploring real possibilities. Our intuitive scenario builder lets advisors and clients test actions they control, model events they can’t, and envision all kinds of dreams & risks. Interactive, clear, and personalized, it makes complex planning simple, engaging clients with insights that empower confident decisions.

Suggested Actions

Your official recommendations are easy to follow. Each one is tracked. Built for clients of all ages.

Stress Testing

Explore the impact of recessions, inflation and much more. See how your plan holds up when things get tough.

Dreams Scenarios

New retirements, businesses, or career changes. Explore what’s possible when plans are designed around real lives.

Risk Scenarios

Model life, disability, or long-term care needs. See how Risk Planning fits into your overall financial picture.

Coaching Scenarios

Collaborate with clients to refine goals, adjust expenses, plan for college, and personalize their financial path.

Strategic Planning

Model new savings strategies and test all ideas. Explore the impact of owning investment properties on your future.

2. Better Analysis for All

Better financial analysis shouldn't be complicated or exclusive. With an intuitive scenario builder, advisors can create interactive and educational experiences that help clients engage the most important areas of their financial health. Custom metrics and dynamic graphs make it easy to focus each scenario on what matters most, delivering clarity and insight at every step.

Debt

Investments

Income

Risk

Spending

Liquidity

3. Engage the other 90% of ignored Americans

Legacy Clients

Americas Investable Assets are transferring to the next generation. Engage them now so that they see you as their advisor when transfer happens.

Expand Markets

Most of America does not benefit from planning, however, they really need your help. Figure out how to serve with tech that can actually engage them.

1 in 3

Boomers are economically insecure

50%

Women aged 55 to 65 with no savings

70%

Families that worry about paying for college.

9/10

Young adults worry about barriers to wealth

Future Clients

Advisors do a lot to attract prospects, however, prospects often don't meet your criteria. Don't shut the door, give them access to a DIY experience for Free.

Help those that don't meet your minimums.

Premium subscribers can register DIY clients for free.

3 Passion Projects

...you should care about

The developers of PlanTechHub are passionate about leveraging our software and financial literacy lessons. Whether you're a financial advisor or a technologist, if you're looking for meaningful ways to make an impact, we invite you to explore these worthy causes. Our goal is to empower individuals with the tools and knowledge they need to take control of their financial future. If you see an opportunity for collaboration—whether we can assist you or vice versa—please reach out. Together, we can make financial planning more accessible and effective for those who need it most.

Financial Literacy Stories

These examples reflect the real-life financial situations that people face every day. The next generation of financial prospects wants more than generic solutions; they seek real control to build plans that accurately represent their lives and financial goals.