PLATFORM

Onboard. Plan. Succeed

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

Client Discovery

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.
Dynamic Questionnaire
Dynamic Questionnaire

Dynamic Questionnaire

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.
See the bigger picture
Insurance Positioning

Insurance Positioning

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.

Tax and Estate Insights
Financial Plan

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.

Toggles/Sliders

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

Toggles/Sliders
Automatic Updates

Client Portal

Clients have access to a branded client portal to review tax/estate insights, financial goal progress and infographics.

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.
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