How do I access my account?

  1. Go to
  2. Input your login name and password that was provided in your subscription confirmation email.
  3. You are immediately directed to your own PlanLab account.

What do I need to install?

Since your PlanLab account is Web-based, it only requires internet access – Internet Explorer 6.0 or higher, Cookies enabled, and Java Script enabled. Some of the tools and materials available through your account or additional product subscriptions may require a PDF reader, speakers or headphones, movie player downloaded for streaming video, etc.

How do I subscribe to more PlanLab products?

When you log-in to your PlanLab account, the first page you come to is the My Site. On the left side of the screen, you will see a Web-part called PlanLab Store. You may browse and purchase additional products and services in the store any time you want, a la carte.

Can I access products/services without subscribing to them?

You will not actually be able to access additional products/services without subscribing to them. However, you can view more details about each subscription by clicking the Details button located beside each product/service listed in the PlanLab store. Each product/service becomes available to you through your PlanLab account once the purchase is complete.

What does each product/service do?

You can view more details about each subscription by clicking the Details button located beside each product/service listed in the PlanLab store.

Is the data secure?

All data is protected by the highest level of electronic and physical security. PlanLab uses Secure Sockets Layer (SSL) protocol to encrypt (128-bit encryption) and transmit all data via the internet, including your user name, password, your account information, and all of your client data and client financial plans. All data is stored in a secure, centralized database that is backed up daily. PlanLab is housed in a world-class data center, owned and operated by Impact Data Center ( Impact Data Center owns and operates seven world-class data centers supported by highly skilled technical personnel 24 hours a day, seven days a week. All Impact Data Center facilities are engineered with multiple levels of security, uninterruptible power, redundant HVAC systems, fire suppression and around-the-clock monitoring and management.


Each Impact Data Center facility is engineered with a minimum of five levels of security:

  • Level 1: Proximity card access with PIN is required to enter the building. You are not yet in the data center.
  • Level 2: Proximity card access with Biometric (fingerprint) scan is required to enter the data center.
  • Level 3: All hardware is secured in a locked cage or steel mesh cabinets fitted with combination locks.
  • Level 4: Video surveillance cameras are placed throughout the facility and monitored by on-site staff 24x7x365.
  • Level 5: Strategically placed vibration detection devices alert Impact Data Center personnel of any motion.

Uninterruptible Power

Each Impact Data Center facility is engineered with a redundant, uninterruptible power system and backup generator to deliver seamless power. In the event of a commercial power failure, our isolated UPS system will provide immediate backup power until our diesel generators take over the load and continue operation of the center.

Redundant HVAC

Impact Data Center utilizes best-in-class environmental units to control and monitor the temperature and humidity in each data center facility. Our redundant HVAC system keeps the average temperature in each data center at 70 degrees Fahrenheit to ensure a consistent operating atmosphere for your mission critical technology infrastructure.

Fire Suppression

Impact Data Center facilities utilize dry-fire suppression systems that can be deployed manually, or by a sequence of three failures anywhere in a data center zone. Each Impact Data Center facility is also fully equipped with smoke and heat detection sensors as well as fire doors and handheld gas-based fire extinguishers.

Other Facility Facts

  • Custom-sized Private Cages, Single or Half Cabinets
  • AC Power (20-100A 110-208V, Multi-Phase, Custom)
  • 24x7 Customer Access with 24 hour staff and security
  • Customer Work Stations with Phone and Internet Access

How do I get to my client data?

All of your clients’ data is accessed on the Clients tab, next to the My Site tab.

How does my subscription renew?

Your subscription auto-renews every period and is billed through the credit card you provided.

How long is each product subscription?

Each product’s subscription page will tell you the length of that particular subscription. Most products have a monthly subscription.

What can I customize?

Most products/services are customized with your name by default. You may also add your firm’s name, address, phone, fax, email and website by completing the fields in the My Info Web-part on the My Site page.

How do I pay for subscriptions?

Currently, only Visa, MasterCard and American Express are accepted.

Can I buy subscriptions for more than one person?

Each person must sign up separately for their own PlanLab account. PlanLab accounts are licensed to single users only. Large organizations must contact the sales department at for information on enterprise licenses.