Planworth
HQ Address
180 Bloor St W, Suite 904, Toronto, ON M5S 2V6, Canada
Website Address
Business introduction
Financial Planning. Redefined
Planworth helps advisors strengthen relationships and grow their business by unlocking financial, tax and estate planning opportunities for their clients now and over a lifetime
Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines easy-to-use questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.
Planworth Solutions
Planworth Platform
Client Discovery Invite clients to a mobile friendly client discovery tool to make it more efficient to build and update client profiles/plans, including the ability to link live financial accounts/data through the Flinks data aggregation service. Dynamic Questionnaire As an alternative to or in conjunction with the client discovery tool, advisors can independently......
