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
Book It (30 min)
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
Book It (1 hr)
Engaging the Client
Review 1-Page Financial Plan
Presenting with the Workshop
Comparing Scenarios
Using the Client Portal
Book It (30 min)
Feature Help
Portfolio Assumptions
Overview of CAPM customization
Asset Classes & Portfolios
Risk Scoring concepts
Using Multiple sets of assumptions
Book It (45 min)
Customize Theme
How to get your firms colors
Matching colors in PlantechHub
Using complimentary colors
Book It (30 min)
Teams
Creating teams & inviting members
Controlling permissions & sub-teams
Transferring plans and licensing
Adding external team members
Book It (30 Min)
Redtail Integration
How PlantechHub Integration works
Linking with Redtail
Matching integrations to existing assets
Book It (30 min)
Case Assistance
Pre-Meeting Case Review
Review of completed case
Scan for errors in input and strategy
Go over Presentation battle-plan
Book It (30 min)
Problem Plan Help
Review of nearly completed case
Discuss any planning issues
Book It (1 hr)
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