Life Hub
11 Articles in this CategoryLife Hub New User Video 1 of 3 - View Plans in Life Hub
Discover how to view plans and unlock new possibilities with Life Hub's user-friendly interface....
Life Hub New User Video 2 of 3 - Building Plans in Life Hub
Learn how to create and manage building plans within Life Hub in this second tutorial video for new users....
Life Hub New User Video 3 of 3 - Advanced Planning Examples in Life Hub
Discover advanced planning examples to maximize your productivity and organization with Life Hub in this final installment of our new user video series....
Downloading Snapshots and PDF Reports in Life Hub
View the tutorial video for how to download snapshots and PDF reports in Life Hub....
How Life Hub helps advisors cultivate deeper relationships with clients and grow their business
How Life Hub helps advisors cultivate deeper relationships with clients and grow their business...
Life Hub Surplus or Shortfall in Plans
Why is there a surplus or shortfall in Life Hub?...
How are account balances modeled over the course of the plan in Life Hub?
Modeling individual account balances in a multi-account portfolio creates challenges. Here's how Income Lab faces them in Life Hub....
Life Hub - Creating Plan Scenarios
Discover how to use Life Hub to create plan scenarios and effectively strategize for various outcomes....
Life Hub Client Portal Tutorial
Discover how to navigate and utilize the Life Hub Client Portal in this step-by-step tutorial....
Life Hub User Guide
This article will provide a step-by-step instructions and a video tutorial walk-through on how to use Life Hub....
How does Life Hub account for partial years?
The values shown in the current year reflect the fact that only part of the current year is yet to come....