All Products, Apps & Services
$5.00 - $50.00
A powerful and streamlined planning experience, delivered one plan at a time.
$90.00 - $1,000.00
PlanTechPremium is our premier product, giving advisors full access to the platform’s most powerful features. For $1,000 per year, or $90 a month, advisors can create unlimited households with unlimited scenarios, fully customize colors and capital market assumptions, and much more. It’s the complete version of PlanTechHub, built for professionals who want maximum flexibility, personalization, and planning depth.
Free - $50.00
A completely private financial plan, independent from your firm or any other affiliation.
Free - $50.00
Planning Software for Advisors to serve those in need, donated one plan at a time.
$1,000.00
EmployeePlan is built for financial professionals who serve companies, providing a dedicated account where employees can log in for planning support. Each plan is branded with the company’s identity and organized to match its structure, making it seamless for both the employer and their workforce. Advisors can use EmployeePlan to extend retirement plan services like 401(k) support and financial guidance directly to employees, at a cost of $1,000 per 25 employees.
$1,000.00
SmartGradPlan gives advisors a dedicated account for each classroom, making it easy to keep students organized and separate from regular planning clients or other groups. Each classroom supports up to 25 students for a flat fee of $1,000, and every student keeps access to their account long after the course ends. It’s a simple way to extend financial learning into real-world planning, with a lasting impact beyond the classroom.
$50.00
MyDIYplan is our direct-to-consumer platform, designed for clients who want a smaller, streamlined planning experience. Advisors can direct clients here, whether or not they choose to provide advice, and each client maintains full ownership of their account. Advisors can sponsor access to MyDIYplan, and PlanTechPremium users receive up to 10 sponsorships per year at no extra cost. It’s a flexible way to extend technology-driven planning to individuals who might not otherwise be served, while keeping the experience simple and accessible.
