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Access
What's Included with Free Access
Your Free Access
- Unlimited Access to PlanTechHub Services
- Unlimited Access to Shared Plans
- Upgrade to Premium anytime for more.
Available Services via Access
Sponsor or refer your client to a Self-Guided Financial Literacy experience. Ideal for:
1. Legacy Clients (The children of your clients)
2. Someday Clients (Not ideal now, but will be)
3. Dignity Clients (Give the gift of Financial Literacy)
Premium User: 10 Free Clients / year / Advisor
Non-Premium: $5 / Month or $50 / Year
ProBono cases need a software appropriate for an audience with little to no investable assets.
1. Completely Independent from your typical FPS
2. Detach the experience from the Investment Management process
3. Pro-Bono users can input their own data gathering information
Premium User: 5 Free Clients / Year / Advisor
Non-Premium: $20 / 6-month Engagement
A completely private financial plan, unlinked from your firm that belongs to you.
Free for Advisors & their Staff
For Clients: $5 / Month or $50 / Year
A Powerful, yet streamlined planning experience, delivered one plan at a time.
$5 / Month or $50 / Year
More Purchase Options Available
A Free License for ParaPlaners and third party contributors to access and organize.
Free to Independent Para-Planners
Accessable Services
Pay-by-the-Plan
Not all planning instances will continue to next year.
- Flexible Costs allow you to pay based on how you see a particular financial advice relationship ending...or not.
- Streamlined planning process for both advisors and clients makes everything easy.
- Powerful planning is still there every step of the way that encourages personal ownership, consistent engagement.
Be a Hero
Join a network of advisors dedicated to giving back and making financial literacy accessible to everyone.
- Deliver an experience meant for the audience via customization of Metrics, Graphs & Market Assumtions.
- Save time through their participation in Data Gathering and Self-Guided Financial Literacy.
- Keep your Pro-Bono Planning independent from your regular planning services.
For Your Eyes Only
Your Personal Plan could be shielded from your co-workers and you might have a client that demands that same level of privacy.
- Use Free Account to Access your Private Plan
- Your Personal Private Plan is Free
- Additional Private Plans can be Purchased
Sponsor a Prospect
Sponsor the children of your clients and other "Someday Clients" to Self-Guided Financial Literacy.
- Empower Someday Clients to understand their Financial Situaiton without using your Resources.
- Prepare Future Clients for your Advice
- View the stats of these clients through your Free PlanTechAccess Account.
- Offer Advice Anytime
The ultimate Assist
Paraplanners and other third party specialist use this free license to work directly with advisors and their plans.
- This is your account for as long as you need it.
- Its free because your job makes more planning for more people get done.
- Use this account to work with any number of teams, concurrently.
- Access & Engage the many services of PlanTechHub.
- Your Private Plan is Free and stays private from your firm.
- Sample Cases can help teach you how to look at your situation.
- Planning Modules needed to evaluate and offer advice.
- Client Portal Access is provided to each Household
- A Streamlined Experience sets default Theme, Market Assumptions, Graphs & Metrics.
- Unlimited Clients
- Unlimited Scenarios
- Client Access Control
- Professional Access Control
- All Integrations
- Free Aggregation
- Multi-Advisor Admin
- Free Support Team Access
- Unlimited Customization of Theme, Market Assumptions, Graphs & Metrics.
