← Solutions
Scaling deeply personalized financial planning to strengthen trusted client relationships
Planworth enables independent firms to deliver integrated planning efficiently — expanding scope without expanding overhead.
CONTEXT
Independent firms serve high-value client relationships but often rely on narrow planning tools. Advisors want to deliver holistic planning but lack the infrastructure to do it reliably.
CHALLENGE
Planning limited to investment or retirement — missing tax, estate, and insurance
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
Modeling Engine
- Unified financial modeling across planning domains
- Amplify expertise beyond experts
Collaboration Layer
- Custom workflows aligned to firm focus and team composition
- Advisor-led planning with optional client-facing capabilities
Client Experience
- Polished client deliverables reflecting your firm's brand
- Shared household views for multi-advisor relationships
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 story→