PlanTechHub is ranked #12 of 34 in financial planning software on Freedom251. It runs on Web. Paid plans start at $90/mo.
PlanTechHub plans and pricing
All plansPlanTechAccess Not published Free access account · Access to free and paid services · Access to shared plans from other advisors plantechhub.com · 20 Sept 2026
PlanTechBasic Not published Pay by the plan · Monthly or annual commitment · Listed price range: $5.00-$50.00 plantechhub.com · 20 Sept 2026
PlanTechPremium $90/mo billed monthly Unlimited households · Unlimited scenarios · Custom colors and capital-market assumptions · Annual option listed at $1,000 plantechhub.com · 20 Sept 2026
Compared on financial planning software
- Free plan
- Yes
- Cash-flow modeling
- Yes
- Goal planning
- Yes
- Tax planning
- Yes
- Scenario analysis
- Yes
- Insurance planning
- Yes
- Investment planning
- Yes
- Client portal
- Yes
