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Planning software

ScenariosX

Scenario-planning software that lets advisors model clients' what-if choices and reach a wider audience.

Made by PlanTechHub Visit ScenariosX's website
Starting priceFrom $1,000/login/yr
One person: about $83.33 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20)Solo2-56-2021+
In their words: “Independent Advisory Firms 1 to 20 Advisors Solo Advisors or Ensemble RIAs / Reps”
Vendor says · source
Connections listed1 connectionMorningstar. Source and date for each below.
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What their website looks like

Screenshot of ScenariosX's homepage
ScenariosX's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Independent Advisory Firms (1 to 20 advisors) $1,000/login/yr
per login, per year; the page says several advisors can share one login
 Per login per year
The page prices per login, not per advisor: several advisors can share one login. Each login is limited to 100 active households; more households can be bought (price not shown).

The pricing page's estimator also lists Call-To-Action Prospecting, Pro-Bono and Corporate Wellness Strategy options; no prices for them show on first load.

Source: ScenariosX pricing page. Checked on the vendor's site, Oct 6.

Where ScenariosX sits on price

ScenariosXOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
ScenariosX1 connection listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
Morningstar
Connection cost: not stated on the ScenariosX pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of PlanTechHub's site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools PlanTechHub lists.

Morningstar
Checked on the vendor's site
  • Direction not stated: classifies sub-level positions in holdings
Source: ScenariosX features page. Checked Oct 6.

Moving to ScenariosX from another tool

What PlanTechHub's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the ScenariosX pages we read

We looked on Oct 8. Before you sign, ask PlanTechHub which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on PlanTechHub's site.Not found

Fits best if

Our judgement

We haven't assessed fit for ScenariosX yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare ScenariosX with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile
eMoney Advisor
No price found
No price on their site · looked Oct 6
Redtail · Listed, no detail given checkedWealthbox · Listed, no detail given checkedFidelity · Listed, no detail given checkedCharles Schwab · Listed, no detail given checkedSEI · Listed, no detail given checkedand 2 more on the profile
View profile
Orion Planning
No price found
No price on their site · looked Oct 6
No CRM or custodian connection listed
View profile

Corrections

No corrections to this profile yet.

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