Planworth

✨ We are thrilled to be recognized and featured in the Canadian Fintech Showcase as part of Future of Fintech Week by World Business Chicago! 🇨🇦 At Planworth, we’re committed to driving innovation and empowering financial advisors with cutting-edge tools for seamless financial planning. It's an honor to be showcased alongside incredible fintech leaders making an impact on the industry. Check out the original post by Consulate General of Canada in Chicago | Le Consulat général du Canada à Chicago below and join the conversation on the future of fintech! 🔗👇 https://shorturl.at/UPlG6 #Fintech #CanadianInnovation #FinancialPlanning #FutureOfFintech #Planworth #AllThingsPlanning

We're excited to once again be sponsors at the IAFP® Symposium! 🎉 Join us for this premier event for financial planning professionals, where we’ll be sharing how Planworth is transforming the way advisors approach financial planning. Whether attending in-person or virtually, don’t miss out on the chance to connect and learn. For more details, visit: https://iafpsymposium.ca/ Institute of Advanced Financial Planners - IAFP #Planworth #IAFPSymposium #FinancialPlanning #FinTech

🚀 Day 2 at the Canadian AdvisorTech Expo! 🌟 We're excited to continue our journey at the Canadian AdvisorTech Expo today! Join us for an informative session with our Co-Founder and COO, James Fraser. 🎤 Navigating the Future: Transformative Insights in Financial Planning with Planworth at 3:00 PM EST Discover how Planworth is leading the charge in reshaping financial planning. James will dive deep into how our solution empowers financial advisors to deliver superior client experiences and navigate the evolving landscape of wealth management. Don’t miss out on gaining valuable insights that could transform your approach and enhance your strategies! Be sure to tune in and learn how to take your financial planning to the next level! #Planworth #AdvisorTech #FinancialPlanning #WealthManagement #Fintech #Innovation #FPCanada #AllThingsPlanning

🏆 We are proud to announce that Planworth has once again been named one of the Top Fintech Providers in Canada for 2024 A huge thank you to Wealth Professional Canada Magazine for this incredible recognition! At Planworth, we prioritize quality, accuracy, speed, and scalability in our wealth planning technology. Being recognized for these values is a true honour, and it reflects the positive impact our innovative solution has on the lives of our advisors and their clients. Thank you to our amazing team, partners, and all our users for your ongoing support and trust in Planworth. Together, we are setting new standards in financial planning! #WealthProfessional #Planworth #AllThingsPlanning #Wealthtech #Fintech

🐾 Protecting Our Furry Friends in Estate Planning Did you know that under Ontario law, pets are considered personal property in estate matters? A recent case sheds light on the complexities surrounding pet ownership and estate planning. Check out the insightful article from Advisor.ca below https://t.ly/Z2fxf As financial advisors, it's crucial to consider all aspects of estate planning, including provisions for beloved pets. Whether you're in Ontario or elsewhere in Canada, understanding the evolving legal landscape can make a significant difference for your clients and their furry companions. At Planworth, we're committed to keeping you informed on relevant topics like these to better serve your clients' needs. Stay informed, stay proactive! #EstatePlanning #PetProtection #FinancialAdvisors #Planworth #AllThingsPlanning #FinancialPlanningCanada #FinancialPlanning