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See why advisors love Planworth

Natasha Knox

ALAPHIA FINANCIAL Wellness

At Alaphia, Natasha’s mission is to bring into focus to clients’ core beliefs around money, and create harmony between life and finances.

Practice

Free-for-service Planner

Clients

Employees, Retirees, Professionals

Services

Financial, Tax, Insurance, Estate

Since implementing Planworth, our client collaboration in the planning process has reached new heights. Planworth’s platform and tools have enhanced our ability to collaborate with clients and make planning more transparent and educational. And our clients find it empowering.

Favourite Features

  • Scenario modeling is easy
  • Data visualization
  • Report Wizard
  • Customer Service

Tips & Timesavers

  • Use the Clients Discovery Tool to get clients involved in the process.
  • Use the Financial Insights Dashboard to conduct virtual collaborative planning sessions with client.

What I love about Planworth…

1. Collaboration

My priority is collaborative planning that offers value to clients. When I discovered Planworth, I immediately recognized it as the right choice for my firm’s needs, considering how we view the role of planning software in how we serve clients and approach the planning process.

2. Understanding & Detail

From the demo, it was apparent that Planworth’s team had a deep understanding of financial planner pain points and the true value of comprehensive planning. This level of understanding and attention to detail impressed me enough to make the effort to switch.

3. Data Visualization

Another aspect I appreciate is Planworth’s reporting and data visualization. The platform’s client-centred reporting presents written plans that are straightforward, meaningful, and actionable.

4. Customer Service

And furthermore, Planworth’s excellent responsiveness to my feedback, high-quality platform training, and fast response times to my questions have saved me valuable time when I’m stuck!

Jake Sheehan

Life Design Systems

At LDS, Jake specializes in insurance based tax and estate planning strategies.

Practice

Insurance Advisor

Clients

Owner-Managers, HNW

Services

Insurance, Tax, Estate

Planworth’s ability to handle complex corporate and trust structures, without any workarounds, sets the platform apart.

Favourite Features

  • Interactive, real-time planning tools
  • Tax features and insights
  • Data intake workflow and capabilities

Tips & Timesavers

  • Use Sliders and Toggles to tailor plans and model different strategies
  • Quickly navigate between charts and tables to backup projections

What I love about Planworth…

1. Easy to Understand

Planworth makes data very accessible and easy to understand, for me and my clients.

2. Issue Spotting

The Evaluation and Wealth Insights engine help us flag considerations for clients.

3. Automatic Updates

Automatic updates and notices about tax changes and rates provide peace of mind that we are on top of planning for our clients.

4. Efficiency without Compromise

Planworth makes capturing data, running sophisticated calculations, and generating high-quality analysis easy.

Bily Xiao

Mobius Planning

Bily specializes in retirement planning and tax optimization for business owners.

Practice

Fee-For-Service Planner

Clients

Employees, Retirees, Professionals

Services

Insurance, Tax, Estate, Financial

Planworth is stellar at complex scenario modeling and what-if analysis. Robust corporate planning is fully integrated – not just a feature in name only! Building a plan with Toggles is intuitive and easy.

Favourite Features

  • Quick calculations
  • Real cash flow planning for corporations
  • Creating Toggles

Tips & Timesavers

  • Use Toggles to quickly model what-ifs
  • Create and compare scenarios to illustrate alternative strategies

What I love about Planworth…

1. Corporations

Having real cash flow planning with corporations, where corporate revenues accrue to corporate savings, can pay for corporate expenses, and can distributed to the client.

2. Quick Calculations

Planworth’s snappy UI/UX and calculations significantly reduces the times it takes me to create and update plans for clients.

3. Complex Modelling

Planworth makes it easy to model complex what-if scenarios that include multiple corporations and shareholders.

4. Scenarios

With Toggles and scenario management tools, it’s easy to show clients the impact of different decisions and strategies on their financial future.

Craig Jensen

Insurance Advisor

At Next Level, Craig focused on building sustainable value with his clients and ensuring financial peace of mind for his clients.

Practice

Insurance Advisor

Clients

Owner-Managers, HNW

Services

Insurance, Tax, Estate

Each financial plan provided to our clients has unearthed value not discovered by previous retirement and estate planning. Planworth’s digitized form of needs analysis offers us a standard and thorough business practice that ensures our client needs are met and allows for our team’s growth.

Favourite Features

  • Detailed scenario modelling
  • Data visualization
  • Report Wizard
  • Financial/Wealth summaries

Tips & Timesavers

  • Get clients involved in the process with the Client Discovery Tool
  • Use the Financial Insights Dashboard for virtual collaborative planning sessions with clients

What I love about Planworth…

1. Cutting Edge Platform

Planworth truly captures retirement and estate planning for our clients through their advanced user-friendly platform.

2. Attention to Detail

Planworth creates significant value for our clients through detailed needs analysis and fact-finding.

3. Wealth Insights

It’s easy to build wealth plans around personalized tax and estate insights for clients, including relative urgency and potential next steps.

4. Client Satisfaction & Growth

Our clients have never been more pleased with the data presented and our team is reaping the benefits of Planworth’s platform.