Delivering Holistic Guidance at Scale
A leading wealth management firm with $100B+ in assets set out to transform how planning services are delivered — moving from investment-centric conversations to lifelong financial guidance across a diverse client base.
Challenge
The Challenge
Planning wasn't scaling with the business.
Client needs were becoming more complex, particularly across high-net-worth and ultra-high-net-worth segments requiring integrated financial, tax, and estate planning.
Operational Barriers
- Heavy reliance on a centralized planning team created bottlenecks
- Advisors lacked tools to engage directly in planning
- Legacy software limited modeling to basic retirement scenarios
- Complex clients required manual workarounds
- No integration with the client portal
- Outputs and client experience felt outdated
Costs & Risks
- Low advisor adoption of planning
- Slower delivery and missed opportunities
- Higher operational costs
- Inconsistent client experience
At the same time, client expectations were shifting toward more holistic, continuous guidance.
Turning Point
The Turning Point
Following a leadership-driven RFP, the firm made a strategic decision:
Deliver comprehensive financial, tax, and estate planning at scale — and do it in a way that evolves with clients over time.
Selection
Why Planworth
Planworth stood apart as both a platform and a partner.
Rollout
Implementation
From decision to fully deployed in under six months.
The rollout began with the central planning team, who became power users and internal champions — enabling rapid adoption across the firm.
Transformation
What Changed
Before
- Centralized planning bottlenecks
- Limited advisor involvement
- Static, one-time plan delivery
- No client portal engagement
After
- Decentralized planning across advisors
- Central team expertise amplified — not constrained
- Continuous advisor-client collaboration
- Fully integrated client portal experience
- Direct modeling of complex scenarios — no workarounds
- Clients can update data and explore plans independently
Results
Outcomes
Impact
Strategic Impact
The firm advanced and reinforced its position as a true trusted advisor across mass affluent, high-net-worth, and ultra-high-net-worth client segments:
"We're very excited to work with Planworth to bring the best in financial planning to our clients and help them achieve broad financial wellness."
— Head of Wealth
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