Planworth

Planworth is a software platform for financial advisors that supports financial, tax and estate planning for their clients. The product builds wealth plans that tailor tax and estate guidance to each client's circumstances and sets out next steps, including identifying the professionals needed to implement the recommendations. Its financial planning module uses interactive visuals to structure discussions with clients about financial goals and long-term outlook.

The platform includes a mobile-friendly client discovery tool that clients use to build and update their profiles and plans, with the option to link live financial accounts and data through the Flinks data aggregation service. Clients also receive access to a branded portal where they can review tax and estate insights, financial goal progress and infographics. Planworth converts client data into visual outputs such as family trees, corporate organization charts and net worth and estate tax summaries, and runs dynamic analysis to identify openings for value-added products such as life insurance and critical illness insurance. An ongoing monitoring capability tracks recommendations as clients move through life stages and as laws and policies change, without requiring advisor intervention.

Business model

Planworth sells software to financial advisors, positioning the platform as a way to strengthen client relationships and grow advisory books of business.