SCOTTSDALE, Ariz. — Osaic, Inc., a major provider of wealth management strategies, announced the launch of PlanningHub, a new platform designed to expand its comprehensive suite of financial planning resources and assist advisors in navigating the planning process.

PlanningHub is intended to empower financial professionals to grow their businesses by offering access to resources with flexible support for clients. The platform leverages Osaic’s institutional planning capabilities and provides a centralized library of resources, including client templates, educational videos, and guides. These tools are designed to help financial professionals develop comprehensive plans aligned with each client’s specific objectives.

Joe Gaeckle, senior vice president of high-net-worth and financial planning solutions at Osaic, stated, “At Osaic, we’re committed to supporting our advisors with the resources, support and technology they need to grow their businesses and better serve their clients. PlanningHub empowers our advisors to align their business goals with their clients’ goals—deepening relationships and unlocking new growth opportunities.”

This launch aligns with Osaic’s ongoing commitment to expanding its financial planning ecosystem and delivering competitive solutions for advisors and their clients. Complementing PlanningHub, Osaic recently approved two AI-powered estate planning platforms, Wealth.com and Vanilla. These platforms aim to provide advisors with the ability to deliver tailored estate plans, document summaries, dynamic visualizations, and streamlined workflows to enhance productivity and growth.

Osaic plans for PlanningHub to continue its expansion, with future additions including new content, interactive learning modules, AI-enabled planning tools, and features designed for various advisor learning styles and client segments.

Osaic, Inc., a portfolio company of Reverence Capital Partners, supports approximately 11,000 financial professionals and focuses on creating wealth management solutions.