← Solutions
Holistic guidance across mass affluent to ultra-high-net-worth clients at enterprise scale
Planworth provides the integration framework, modeling engine, and collaboration layer that firms use to deliver integrated financial planning across hundreds and thousands of advisors.
CONTEXT
Large wealth platforms with $50B–$150B+ in assets serve clients from 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.
CHALLENGE
Planning delivered through centralized teams with multi-week turnaround times
Advisors unable to engage clients in comprehensive planning directly
Fragmented systems across financial, tax, and estate planning
Fragmented client experience with no unified view of planning activity
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
Modeling Engine
- Unified financial, tax, and estate modeling
- Segment- and client-specific insights
Client Experience
- White-labeled portal serving mass-affluent through UHNW segments
- Advisor-branded deliverables tailored to each client tier
OUTCOMES
Expanded planning beyond retirement to include comprehensive financial, tax, estate, and insurance insights
Elevated planning quality for every advisor and segment
Reduced time to deliver integrated plans
Enabled advisor-led planning without centralized bottlenecks
More integrated and personalized client recommendations
Democratized access to financial wellness strategies and support
Customer Story
See how a $50B–$150B wealth platform scaled integrated planning across hundreds of advisors
Read the full story→