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.
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.
Your official recommendations are easy to follow. Each one is tracked. Built for clients of all ages.
Explore the impact of recessions, inflation and much more. See how your plan holds up when things get tough.
New retirements, businesses, or career changes. Explore what’s possible when plans are designed around real lives.
Model life, disability, or long-term care needs. See how Risk Planning fits into your overall financial picture.
Collaborate with clients to refine goals, adjust expenses, plan for college, and personalize their financial path.
Model new savings strategies and test all ideas. Explore the impact of owning investment properties on your future.
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.
Americas Investable Assets are transferring to the next generation. Engage them now so that they see you as their advisor when transfer happens.
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.
Boomers are economically insecure
Women aged 55 to 65 with no savings
Families that worry about paying for college.
Young adults worry about barriers to wealth
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.
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.