Planning. Redefined.

Comprehensive planning answers more than whether a client has enough money to retire – it facilitates tax and estate discussions, tailors solutions to the client’s unique circumstances and responds as facts, goals and laws change over time.

Here are just some of the ways Planworth’s cutting edge platform and advanced data analytics empower advisors to become the trusted guide at every step of a client’s wealth journey.

Dynamic Questionnaire

Dynamic easy to use questionnaires ensure only relevant questions are posed about clients based on their profile.

Complex Corporate Structures

Ability to input corporations, including holding companies, captures sophisticated planning structures and allows for deeper analysis and monitoring.

Complex Corporate Structures

Ability to input corporations, including holding companies, captures sophisticated planning structures and allows for deeper analysis and monitoring.

See the Bigger Picture

Transform data into family trees, corporate organization charts and financial illustrations to create engaging and useful infographics.

Summarize Net Worth/Estate Taxes

Generate accurate net worth statements and estimates of estate liabilities to determine how estate, tax and probate planning can be optimized.

Summarize Net Worth/Estate Taxes

Generate accurate net worth statements and estimates of estate liabilities to determine how estate, tax and probate planning can be optimized.

Custom Branding

Present clients with plans and recommendations styled with your firm's logo and brand package.

Tax and Estate Recommendations

For each recommendation, Planworth includes cost, complexity and urgency scales and the relevant next steps.

Tax and Estate Recommendations

For each recommendation, Planworth includes cost, complexity and urgency scales and the relevant next steps.

Financial Planning (Coming Soon)

An intuitive and innovative financial planning platform allows for meaningful and easy to understand financial planning discussions with clients.

Automatic Updates (Coming Soon)

Ongoing monitoring flags clients potentially affected by changes in law or policy and sends reminders based on client-specific milestones.

Opportunity Spotting (Coming Soon)

Dynamic analysis of client profiles identifies candidates for valued added solutions like life insurance or critical illness insurance as opportunities arise.

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