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Clear, Accessible Planning. 
Finally, a plan that makes sense.

A one-page interactive dashboard of a client’s financial picture.

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Winner

“Best in Show”

-2022 XYPNLive

Award-Winning Feature

Life Hub was named “Best in Show” at the 2022 XYPNLive AdvisorTech Expo.

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“With Life Hub, you can interactively explore, review, and edit while you see how a client’s financial picture changes over time all on the same screen. It ties together dynamic income planning, tax planning and legacy planning in a way that is very visually engaging and intuitive, while still being comprehensive when it comes to communicating a client’s financial situation.”

nicola-cyr

Nicola Cyr

Financial Planner Garrett Investment Advisors

Elevate your planning experience

Give your clients visibility into every part of their financial plan, all in one place, at any level of detail, and at any point in time. Life Hub provides beautiful, compelling visualizations of how different plan items interact and change over time, and how clients can reach their financial goals and milestones.

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