The onboarding videos walk through a first session in Planworth, from account setup to reports and net worth. Watch them in order.
Open the series: Planworth Onboarding.
Introduction. What Planworth does.
Getting Started. Account setup and how to move around.
Building Client Profiles. Entering the household.
Client Dashboard. What you see after a client is open.
Financial Insights. Opening a plan and reading the projection.
Report Wizard. Building and exporting a report.
Wealth Insights. The tax and estate roadmap.
Net Worth Statements and Illustrations. The as-of-today statement.
If you would rather follow written steps, start with Create your first plan.
For a question the videos do not answer, open HELP in Planworth and search, or send a message to Planworth Support.