Welcome to Planworth!
To help you get started and make the most of the platform, we’ve put together a series of video tutorials covering key features and workflows. These videos will guide you through the essential steps of using Planworth, from setting up client profiles to generating reports and analyzing financial insights.
You can access all videos in our Planworth help series by visiting our showcase: Planworth Video Help Center
Below is an overview of the eight videos available in the series:
Introduction – Overview of Planworth and its key functionalities.
Getting Started – How to set up your account and navigate the platform.
Building Client Profiles – Step-by-step guide to entering client information and structuring profiles.
Client Dashboard – Understanding the dashboard and how to view and manage client data.
Financial Insights – Exploring financial insights to better support client planning.
Report Wizard – How to generate, customize, and export reports.
Wealth Insights – Analyzing wealth planning strategies within Planworth.
Net Worth Statements & Illustrations – Understanding net worth tracking and visual representations.
Need More Help?
If you have any questions or need further assistance, feel free to reach out to our support team. You can also explore additional help articles in our Help Center.
Happy planning!