michael.pendergrass
Acronym
PlanTechHub
Product ID
PlanTechHub
Description

Scenario-based Financial Planning Software for Advisors.

Images
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Details
  • 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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Details
  • 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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Details
  • 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
Features

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
Vendors
PlanTechHub
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Financial Planning
Ad Hoc Tags
DoubleClick Tags

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