Unified planning — at scale.
Planworth unified financial planning services across enterprise systems, large teams, and multiple channels so firms can deliver comprehensive guidance to every client.
Context
Large enterprises serving clients from retail to mass affluent to ultra-high-net-worth. Planning expertise often exists but is centralized, unevenly delivered, and disconnected from advisor workflows and the client experience.
Challenges
Planning dependent on centralized teams with multi-week turnaround times
Relationship managers unable to directly engage clients in comprehensive planning
Disintegrated relationship, product and planning systems
Fragmented client experience with no unified sense of planning guidance
Solution
Integration Framework
CRM and data lake integration
SSO and identity management
Connection to internal systems and books of record
Collaboration Layer
Custom workflows across advisor-led, hybrid, and self-service channels
Coordination within and across planning teams
Smart, automated triaging
Modelling Engine
Segment- and client-specific financial, tax, and estate insights
Seamless planning support for all clients whether typical employee or retiree, business owner, or high net worth client with corporations and trusts
Client Journeys
White-glove, high-value guidance for every client
Firm-branded deliverables tailored to each client segment
Outcomes
Expanded planning beyond retirement to include comprehensive financial, tax, estate, and insurance insights
Amplified expertise in the hands of more advisors without centralized bottlenecks
Reduced time to deliver comprehensive plans
More integrated, personalized, and responsive client recommendations
Customer Story
See how a large financial institution scaled integrated planning across hundreds of advisors
Read the full storySee how Planworth can transform planning at your firm.
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