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Scenario-Planning Software

  • Made for any Economic Situation
  • Works for any Time Horizon
  • Focused on Digital Engagement
  • Empowered Client Play
  • Decoupled from Investments & Retirement
  • Fun, Educational & Eye-Opening 

Traditional Planning Software

  • Primarily for Wealthy Households
  • Best with Short-Time Horizons
  • Big Paper Reports & Limited Portals
  • Limited Client Engagement
  • Focused or tied to Investments & Retirement
  • It's a little boring to be presented to 

We Help

Gain & Retain the Unengaged

In addition to end-of-plan advice delivery, ScenariosX offers these 7 additional benefits to help you scale advice.

1

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Quick & Easy Prospecting

Use the Call-To-Action Button across your website, emails, social media, ads, and events to attract prospects with free, self-guided financial literacy.

Enhance Your Prospecting Game with a Powerful Call-To-Action

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2

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Payroll Prospecting

Add a Corporate Financial Wellness strategy that serves companies and all their employees.

How HR Benefits Unlock a Blue Ocean Market for Financial Advisors

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3

Bank Future Prospects

Many prospects do not meet your minimums today, but by giving them access to Free Self-Guided Financial Literacy, you're top of mind when they can.

Banking Future Clients: How Financial Planning Software and Financial Literacy Secure Prospects

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4

Close Lost Prospects

When you share Free Self-Guided Financial Literacy with a Sales Lead you didn’t close, you keep the door open.

Increase Your Close Rate By Tethering Your Brand To Lost Prospects

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5

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Eliminate Legacy Loss Rate

Engage with your clients children early by giving them the gift of Self-Guided Financial Literacy. You'll then be established as their advisor at wealth transfer.

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How Advisors Can Take Action Today To Reduce Their Legacy Client Loss Rate

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6

Retain More Clients

Many of your clients are looking for a more engaging experience than they’re getting today. Give them the freedom to play with ScenariosX, while continuing to deliver advice through your existing software.

Let Them Play: Reimagining Financial Planning With Scenario Engagement

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7

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Help Your Community

Traditional Planning Software is not easily used with the less fortunate, but ScenariosX was built for everyone.

Good Karma Is the Most Underrated Growth Strategy

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ScenariosX is more than Traditional Planning Software

Its the infrastructure you need to monetize your expertise to the 90% of America not being engaged today.

Our Direct-to-Consumer Site

Feel confident referring individuals who may not be the right fit for your practice. We’ll give them free access to begin building their financial literacy, and when they’re ready for guidance, we’ll connect them with fiduciary advisors who can deliver advice directly into their StartingOutPlan account.

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Total Support

We Support You, and

Your Clients, and

Your Prospects

Knowledable People

Clear Road Map

Effective Bug Handling

Financial Literacy Stories

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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.

HOW MUCH NEW HOME CAN I AFFORD?

CAN WE RETIRE EARLY TO THE BEACH?

CAN WE BUY A 2ND HOME AND AIRBNB IT?

HOW DO I LIVE IN THE GIG ECONOMY?

COULD I AFFORD A PAY CUT TO BE HAPPIER?

CAN I AFFORD TO HELP WITH MY GRANDKIDS?

SHOULD I STAY HOME OR USE DAYCARE?

WHAT IS THE COST OF OUR DEBT ON US?

CAN I AFFORD TO GO BACK TO SCHOOL?

CAN WE OPEN OUR DREAM BUSINESS?

WHAT IF SOMETHING HAPPENS TO ME?

WHAT IF WE MOVE TO ANOTHER STATE?

"I needed a user-friendly, visually appealing software to showcase my recommendations to my clients and to encourage their participation in the development of their own plans. PlanTechHub is unprecedented in the versatility it offers clients who want a DIY experience while still being able to engage with an advisor to receive expert guidance, advice, and education. I’ve personally found that many of my clients love the fact that this software is not a black box that is only accessible by their advisor.

My absolute favorite feature is how easily scenarios can be crafted and compared. To me, this is the future of financial planning. As advisors are struggling to maintain relevance through investment management alone, we are all being forced to pivot towards a more “service-centric” model. What better way to provide service to clients than to model and explain the impact of each life changing choice they could make on multiple future paths?"


"I would highly recommend PlanTechHub."

Jeff George

     IO Advisors |  Orlando, FL

Built For More

FinTech Platforms & Financial Institutions

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Federal, State & Local Gov

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What's Inside?

  • What is a Scenario?
  • The Risk of Inaction
  • The Origin Story of Scenario Planning
  • The Psychology of Scenarios
  • The Seven Types of Scenarios
  • User Interface Needs for Powerful Scenarios
  • Engaging America with scenario Planning

Blogs

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