Integrations
Planworth connects with the systems your firm already uses — from CRMs and identity providers to pension administration platforms and client portals.
SUPPORTED INTEGRATIONS
Connect your existing infrastructure
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 your practice.
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.
Need a custom integration?
Our team can work with your technical requirements to connect Planworth with any system.
Contact Sales