Planworth

Gather client information, manage discovery, and complete the initial evaluation.

Client Discovery & Evaluation

Life, critical illness, disability, and related insurance modelling in Planworth.

Insurance

Tax and estate recommendation roadmap and Wealth Insights workflows.

Wealth Insights

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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