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Our Client Profile acts as a dynamic one-page financial plan, summarizing key goals, income, savings, and life context in one view. Advisors can use this to quickly engage clients in planning conversations without overwhelming complexity.
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Advisors can build multiple, realistic scenarios—career shifts, early retirement, inheritance, etc.—without altering the client’s base plan. This encourages deeper conversations and forward-thinking decisions, while preserving the original data set.
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Compare each scenario against the client’s current plan with a full suite of metrics and visual graphs. Highlight key differences in retirement success, cash flow, net worth, or insurance gaps—so clients clearly see the impact of each recommendation
Product Description
About this Product
Scenario-based Financial Planning Software for Advisors:
- Real Scenario Modeling that showcases advice and engages clients
- Ideal for the next generation and the underserved 90% of Americans
- Age Agnostic, Interactive and Intuitive 1-Page Plan modules
About PlanTechHub
PlanTechHub is scenario-based planning software built to help advisors serve every client—from high-net-worth households to younger, underserved prospects. The experience was designed to close the gap left by traditional tools that ignored the needs of younger clients and those with complex real-life situations. PlanTechHub solves this with flexible, scalable modeling that empowers advisors to deepen relationships, engage the next generation, and unlock new revenue opportunities. Whether you're growing your practice, retaining legacy clients, or exploring new markets, PlanTechHub gives you the tools to deliver impactful planning—no matter the client's age, income, or life stage.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.