Financial Planning. Redefined.
Planworth helps advisors strengthen relationships and grow their business by unlocking financial, tax and estate planning opportunities for their clients now and over a lifetime.
Tax and Estate Planning
Build wealth plans that tailor tax and estate guidance based on each client’s unique circumstances. Planworth provides next steps so that advisors and clients know the relevant professionals needed to implement recommendations.
Planworth’s innovative and interactive approach to financial goals and outlook planning uses intuitive visuals to facilitate meaningful discussions with clients.
Invite clients to a mobile friendly client discovery tool to make it more efficient to build and update client profiles/plans, including the ability to link live financial accounts/data through the Flinks data aggregation service. Further, clients have access to a branded client portal to review tax/estate insights, financial goal progress and infographics.
Transform data into engaging and useful infographics including family trees, corporate organization charts and detailed net worth/estate tax summaries.
Dynamic analysis identifies opportunities to engage with clients on value-added solutions such as life insurance and critical illness insurance.
Based on in-depth client profiles and data analysis, Planworth continuously monitors recommendations through life stages and changes in law/policy without the advisor lifting a finger.
Request a Demo
Get access to a free 14-day trial and/or demo to better understand how Planworth can grow your business.