Platform
A unifying platform for integrated financial planning
Planworth provides the integration framework, collaboration layer, and modeling engine required to deliver integrated financial planning.
SYSTEM COMPONENTS
Three layers, one system
Integration Framework
Integrates and structures client data across systems, creating a consistent, entity-based representation of client wealth.
Collaboration Layer
Coordinates data, insights, and workflows across teams, enabling planning to be delivered as a unified system.
Modeling Engine
Enables firms to model, compare, and evaluate planning scenarios across financial, tax, and estate domains.
HOW IT WORKS
Five steps to unified planning
Integrate client data across systems
Structure a unified, entity-based model
Collaborate across teams and workflows
Model planning scenarios
Deliver integrated financial planning
CAPABILITIES
What Planworth delivers
Financial Insights
Track goals, build plans for individuals, corporations, and trusts, and model insurance strategies.
Wealth Insights
Tax and estate planning guidance tailored to each client.
Collaboration
Workflow integrations across systems and teams to deliver high-touch, high-value client interactions.
Continuous Updates
Spot opportunities, propose solutions, monitor insights, and automatically update them as client circumstances change.