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Elevate your clients’ experience with interactive, visual planning.

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OUR PLANS

Visual financial planning that clients can understand.

  • Customize how clients explore their financial life and see how the pieces fit together.
  • Withdrawal Sourcing down to the account level
  • Timeline with Milestones
  • Social Security Planner
  • Multiple tax strategies
  • Roth Conversion Planning
  • Longevity Planning
  • Plan Scenario Comparisons
  • Easy Edits
  • Quick Create
  • Client Portal
  • 1-Page Plan Report
  • Custom Reporting
  • Integrations and Account Aggregation
  • Knowledge Base
  • Onboard at your own pace
  • Live Support

Looking for other pricing and package options?

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WATCH A DEMO OF THE AWARD-WINNING LIFE HUB APP

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

Learn how Life Hub can elevate your practice and client experience through interactive planning – all in one place – all on one page!

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