Planning for Clients

Free - $50.00

A completely private financial plan, independent from your firm or any other affiliation.

$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

Planning Software for Advisors to serve those in need, donated one plan at a time.