Planworth

Planworth is a B2B SaaS financial planning platform based in Toronto, Ontario, Canada. It serves investment advisors and financial professionals by providing tools that enhance client relationships and identify financial, tax, and estate planning opportunities. The company operates with a small team and focuses on delivering innovative solutions to its users.

The platform includes a range of integrated tools for financial planning, tax and estate planning, and client engagement. Advisors can utilize interactive visuals to facilitate discussions about financial goals and create tailored wealth plans. Planworth also offers a mobile-friendly client discovery tool, data analytics, and engaging infographics to present client data effectively. Additionally, it provides ongoing monitoring of client recommendations and identifies insurance opportunities. A free 14-day trial is available for prospective users.