Free Training Classes
For immediate assistance: help@plantechhub.com
Basic Training
Getting Started
- Quick Overview of the entire system
- Introduction to Navigation
- Review all resources available
- Discuss future enhancements
Building the Plan
- Methods to create a client
- Create the clients full current plan
- How to add and edit Scenarios
- Tips for working with Actions
Engaging the Client
- Review 1-Page Financial Plan
- Presenting with the Workshop
- Comparing Scenarios
- Using the Client Portal
Feature Help
Portfolio Assumptions
- Overview of CAPM customization
- Asset Classes & Portfolios
- Risk Scoring concepts
- Using Multiple sets of assumptions
Customize Theme
- How to get your firms colors
- Matching colors in PlantechHub
- Using complimentary colors
Teams
- Creating teams & inviting members
- Controlling permissions & sub-teams
- Transferring plans and licensing
- Adding external team members
Redtail Integration
- How PlantechHub Integration works
- Linking with Redtail
- Matching integrations to existing assets
Case Assistance
Pre-Meeting Case Review
- Review of completed case
- Scan for errors in input and strategy
- Go over Presentation battle-plan
Problem Plan Help
- Review of nearly completed case
- Discuss any planning issues