For Financial Institutions & Other Fintech Solutions
< Embed Planning into your Experience >
PlanTechHub instantly elevates the value of your platform by seamlessly embedding its cutting-edge financial planning modules into your FinTech Platform for advisors
Fintech
Banks & BDs
Custodians
TAMPs
3 Easy Steps
1. We consolidate the traditional process of many pages into 1 - 2 pages.
2. Choose the type of experience preferred for Advisors of your Platform.
3. Free Add-Ons are available to elevate the planning experience.
Universal 1-Page Financial Plan
Current Plan
- A Comprehensive Plan on 1 Page
- Intuitive for both Advisor & Client
- Agnostic to Age or Economic Situation
Easy Plan & Play
Current Plan
+
Workshop
- Perfect for straightforward view of Recommendations
- Default simple but important metrics & graphs
- Allows for a "Do-It-Yourself" experience for the Client
Full-Planning
Current Plan
+
Scenarios
- More Comprehensive Planning through Scenarios
- Create Scenarios for Coaching, Stress Testing, Dream Planning & More
- Engage clients with add-on pages that assist conversations and empower participation.
Free Add-Ons to All Experiences
History
This module empowers advisors and compliance departments to maintain precise records detailing the construction of a financial plan and its contributors. From secure data gathering to the secure delivery and tracking of advice, every step is documented. Furthermore, this information can seamlessly integrate into the Client Portal, allowing clients to access and follow the story of their financial plan.
Client Access
The Client Access Page provides advisors with a simple and swift means to configure and manage the client experience effortlessly. It grants control over which pages are visible to clients and specifies the actions they can perform on those pages.
Free Full-Planning Add-Ons
For Client Presentation & Portal
Suggested Actions
Plan Comparison
Workshop
Reports
Engage with 1 or more Modules designed to peacock advisor skills & empower clients.
Other High Value Benefits
Add important Plan Metrics to your Experience & Be the centerpiece of their planning
Whats happening in the Process?
Plan Management
- Planning Stage
- Duration
- Last Client Access
- & More
Plan Status
- Probability
- Suggested Actions
- Adopted Actions
- & More
Current Plan Data
- Plan Horizon
- Goal Count
- Target Portfolio
- & More
How is the plan performing?
Coverage Results
- GI Coverage
- Annuity Coverage
- Success Rate
- & More
Taxes
- Federal Taxes
- Marginal Tax Rate
- Tax Penalties
- & More
Values
- Net Worth Legacy
- Real Assets Legacy
- Investments @ Retirement
- & More
Ratio Analysis / Plan Diagnostics
Income
- Spend Rate
- Housing Rate
- Gross Savings Rate
- Effective Tax Rate
Debt
- Total Debt Ratio
- Consumer Ratio
- Front End Ratio
- Cost of Debt
- Interest Coverage
Liquidity
- Emergency Fund
- Current Ratio
- Debt to Assets
- Solvency Ratio
Investments
- Real Return
- Inflation Protection
- Liquid Allocation
- Investment Allocation
Customize the Look & Feel to match your Tech
Control Settings from your tech or Ours
Metrics & Graphs
PlanTechHub offers a large array of Plan Numbers and Visuals that assist the advisor in diagnosing, analyzing & presenting advice.
On-Screen Disclosures
Custom disclosers can be added to the online and At-Source Printing associated to each module for assured compliant usage.
Calculations
Plans are run with preferences by advisors and sometimes clients. PlanTechHub offers many options to customize how it can run.
Report Templates
PlanTechHub offers Institutions the ability to design and default custom templates used for the Reporting Module.
Rates & Limits
Compliance can set rates & limits used when running your financial plan. These options can be changed per household or advisor.
Market Assumptions
Institutions can offer one or more sets of Capital Market Assumptions used to grow assets and inflate expenses in the Plan.
