PLATFORM

Onboard. Plan. Succeed

Create in-depth client profiles, build detailed financial plans, and generate tailored recommendations and insights for your clients.

Dynamic Questionnaire

Dynamic easy to use questionnaires ensure only relevant questions are posed about clients based on their profile. Planworth easily handles complex corporate structures and unique assets.
Dynamic Questionnaire
See the bigger picture

See the Bigger Picture

Transform data into family trees, corporate organization charts, net worth statements, estimates of estate liabilities and other financial illustrations to create engaging and useful infographics.

Insurance Positioning

Dynamic analysis of client profiles identifies candidates for valued added solutions like life insurance or critical illness insurance.
Insurance Positioning
Tax and Estate Insights

Tax and Estate Insights

Planworth generates tax and estate planning insights tailored to each client. Each recommendation includes cost, complexity and urgency scales and relevant next steps.

Financial Plan

An intuitive and innovative goals-based and cashflow-based financial planning platform allows for meaningful and easy to understand financial planning discussions with clients.
Financial Plan
Toggles/Sliders

Toggles/Sliders

Utilize toggles or sliders to instantly see the impact of certain assumptions or strategies on the financial plan and goals.

Automatic Updates

Based on in-depth client profiles and data analysis, Planworth continuously monitors recommendations through life stages and changes in law/policy to provide automatic updates without the advisor lifting a finger.
Automatic Updates
On-going &  Tracking

On-Going & Tracking

Advisors can track recommendations and insights for each client and quantify the value of implementation on taxes saved ad milestones achieved. Financial goals can be re-visited regularly in order to track progress.

Custom Branding

Present clients with plans and recommendations styled with your firm’s logo and brand package.
Close Bitnami banner
Bitnami