Planworth

Planworth is a financial planning platform that aims to redefine the traditional approach to financial, tax, and estate planning. The platform primarily serves financial advisors, helping them to strengthen their relationships with clients and grow their business. It does this by identifying financial, tax, and estate planning opportunities for their clients, both in the present and over the course of their lifetime.

Planworth operates in the financial services market, specifically in the financial technology (fintech) sector. Its business model revolves around providing a platform that enables advisors to create tailored wealth plans for their clients. These plans provide tax and estate guidance based on each client's unique circumstances.

The platform also provides actionable next steps, helping advisors and clients understand which professionals are needed to implement the recommended strategies. This interactive approach to financial planning uses intuitive visuals, transforming data into engaging infographics. These visuals facilitate meaningful discussions between advisors and clients, and can include family trees, corporate organization charts, and detailed net worth/estate tax summaries.

Planworth's dynamic analysis feature identifies opportunities for advisors to engage with clients on value-added solutions, such as life insurance and critical illness insurance. The company makes money by offering its platform to financial advisors on a subscription basis.

To better understand how Planworth can help grow their business, potential users can request a demo or access a free 14-day trial of the platform.

Keywords: Financial Planning, Tax Planning, Estate Planning, Fintech, Wealth Management, Client Relationship, Interactive Visuals, Dynamic Analysis, Subscription Model, Financial Advisors.