Onboard. Plan. Succeed
Create in-depth client profiles, build detailed financial plans, and generate tailored recommendations and insights for your 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.
As an alternative to or in conjunction with the client discovery tool, advisors can independently utilize dynamic easy to use questionnaires that ensure only relevant questions are posed about clients based on their profile. Planworth easily handles complex corporate structures and unique assets.
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.
Dynamic analysis of client profiles identifies candidates for valued added solutions like life insurance or critical illness insurance.
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.
An intuitive and innovative goals-based and cashflow-based financial planning platform allows for meaningful and easy to understand financial planning discussions with clients.
Utilize toggles or sliders to instantly see the impact of certain assumptions or strategies on the financial plan and goals.
Clients have access to a branded client portal to review tax/estate insights, financial goal progress and infographics.
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.
On-Going & Tracking
Advisors can track recommendations and insights for each client and quantify the value of implementation on taxes saved as milestones achieved. Financial goals can be re-visited regularly in order to track progress.
Present clients with plans and recommendations styled with your firm’s logo and brand package.