A one-page interactive dashboard of a client’s financial picture.
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Timeline View
See your financial life today and in the future.
Fin Flow
Game-changing cash flow planning.
Easy Edits
Make changes on the fly right in the dashboard.
One-Page Report
A comprehensive one-page financial view.
Tax Sourcing
See how to implement tax-smart distribution planning.
Milestones
Celebrate life's achievements and plan for life events.
Winner
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
Financial Planner Garrett Investment AdvisorsGive 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.
