Company intelligence
ScenariosX by PlanTechHub
We help Financial Advisors Gain & Retain the Unengaged with Scenario-Planning.
Financial Services
Richmond, US
3 employees
Founded 2018
1 public signals
About ScenariosX by PlanTechHub
PlantechHub has reimagined the traditional financial planning experience by breaking down advice into actions that can be iterated, presented, and adopted. This Goals-Focused process uses a sophisticated Cash-Flow engine under the hood of a modern User Interface designed to engage clients on both a macro and micro level. PlantechHub is ideal for: 1. Planners who want deeper analysis and more points of advice. 2. Firms that want the best solution for Next Generation Clients. 3. Advisors to offer a tool for “Engineering” & "Tech Focused" personalities
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Signals from ScenariosX by PlanTechHub
1 published signal