Freedom251 › Financial Planning Software
PlanTechHub
What PlanTechHub is
PlanTechHub is a web-based financial planning service for advisors. Its tools cover cash-flow modeling, goal planning, tax planning, scenario analysis, insurance planning, and investment planning, with a client portal for client access. The free PlanTechAccess account provides access to free and paid services and to shared plans from other advisors. PlanTechBasic uses pay-by-the-plan pricing with a monthly or annual commitment, and its listed price range is 5.00-50.00 USD. PlanTechPremium costs $90 a month when billed monthly, with an annual option listed at 1,000 USD. Premium includes unlimited households, unlimited scenarios, custom colors, and capital-market assumptions. The service uses a freemium model, with paid plans from 5 USD. Advisors can use the separate planning areas to address different parts of a client’s financial picture, then provide clients with a dedicated portal. All features run through the web platform, so no desktop installation is listed.
Who it suits
PlanTechHub is intended for financial advisors building client plans across cash flow, goals, taxes, insurance, and investments. The client portal suits practices that need clients to access planning information.
What it does well
- Free access account available
- Covers cash flow, goals, taxes, insurance, and investments
- Client portal included
- Premium allows unlimited households and scenarios
- Monthly and annual commitments offered
What to know first
- PlanTechBasic prices vary from 5.00-50.00 USD
- Premium costs $90 a month
- Web platform only
Limits
PlanTechAccess provides access to free and paid services plus shared plans, while PlanTechBasic is charged per plan within a listed $5.00-$50.00 range.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| PlanTechAccess | Free access account · Access to free and paid services · Access to shared plans from other advisors | On request |
| PlanTechBasic | Pay by the plan · Monthly or annual commitment · Listed price range: $5.00-$50.00 | On request |
| PlanTechPremium | billed monthly · Unlimited households · Unlimited scenarios · Custom colors and capital-market assumptions · Annual option listed at $1,000 | $90 a month |
As plantechhub.com lists them, read 20 Sept 2026. The maker's own page has the final word.
Getting started
- Open the PlanTechHub website
- Choose PlanTechAccess, PlanTechBasic, or PlanTechPremium
- Create or use the selected web account
- Build plans with the available planning tools
- Provide clients access through the client portal
Verdict
PlanTechHub brings several financial-planning disciplines and a client portal into one web service. Advisors can start with free access or choose pay-by-plan and Premium options.
Questions
Is there a free plan?
Yes. PlanTechAccess is a free access account with access to free and paid services and shared plans from other advisors.
What does PlanTechBasic cost?
PlanTechBasic uses pay-by-the-plan pricing with monthly or annual commitment. Its listed price range is $5.00-$50.00.
What is the Premium price?
PlanTechPremium costs $90 a month when billed monthly. An annual option is listed at $1,000.
Which planning functions are included?
The service lists cash-flow modeling, goal planning, tax planning, scenario analysis, insurance planning, and investment planning.
Does it include client access?
Yes. PlanTechHub includes a client portal.
Which platforms are supported?
The listed platform is web.
Where PlanTechHub stands on Freedom251
- Financial Planning Software#18 of 34