Integrations
Planworth connects with the systems your firm already uses — from CRMs and identity providers to client portals and pension administration platforms.
Connect Planworth with your existing infrastructure to streamline workflows and eliminate data silos.
CRM
Sync client data with your existing CRM to maintain a single source of truth across client profiles.
Pension Administration
Connect directly with pension administration systems for seamless member data and plan integration.
Single Sign-On (SSO)
Enterprise-grade authentication with your existing identity provider for secure, seamless access.
AD Groups
Leverage Active Directory groups to manage user access, roles, and permissions at scale.
Firm Portals
Embed Planworth within your existing client portal or advisor desktop for a unified experience.
Books of Record
Integrate with custodial, accounting, and policy books of record to keep balances and holdings reconciled.
Understand how Planworth integrates with your business.
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