Strengthening trusted client relationships through deeply personalised planning
Planworth enables independent firms to deliver holistic financial planning efficiently — expanding scope without expanding overhead.
Context
Independent firms delivering white-glove service and fostering high-value client relationships. Firms want to deliver holistic planning but lack the infrastructure to do it efficiently.
Challenges
Planning limited to investments — missing financial, tax, estate, and insurance guidance
Advisors spending time assembling outputs from disconnected tools
Uneven planning depth from one client to the next
Limited scalability without adding headcount
Solution
Integration Framework
CRM and book-of-record integration
SSO and secure access
Enhanced client portal experience
Modelling Engine
Comprehensive financial, tax, and estate planning guidance
Amplify expertise beyond experts
Collaboration Layer
Custom workflows aligned to firm focus and team composition
Advisor-led planning with optional client-facing capabilities
Client Journeys
Polished client deliverables reflecting firm's look and feel
Optimal mix of human and digital engagement
Outcomes
Expanded planning scope for every client relationship
Reduced time spent assembling and delivering plans
Uniform planning depth regardless of advisor
Customer Story
See how an independent firm embedded holistic planning into every client relationship
Read the full storyExplore how Planworth supports your planning model.
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