Access

What's Included with Free Access

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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.
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