The Shop

$5.00 - $50.00

$90.00 - $1,000.00

Free - $50.00

$5.00 - $50.00

  • ​​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.