Planworth is a B2B SaaS financial planning platform based in Toronto, Canada. It is designed for investment advisors and wealth management professionals, focusing on enhancing client-advisor relationships through a range of financial, tax, and estate planning tools.

The platform offers a modern approach to wealth management, acting as a virtual family office for advisors. Key features include tax and estate planning with optimization strategies, intuitive financial planning visualizations, and mobile-friendly client discovery tools. Planworth also provides infographics to simplify complex data, identifies insurance opportunities through dynamic profiling, and offers ongoing monitoring that updates recommendations based on life events and market changes. The platform is particularly useful for advisors managing high-net-worth individuals and families. A 14-day free trial and demo access are available for new users.