You have been invited by your advisor to join Planworth's Client Discovery Tool/Client Portal. Planworth is a financial planning software being utilized by your advisor to assist individuals like you with developing and updating their wealth plan.
The Client Discovery Tool and Client Portal are both mobile friendly, although certain detailed financial projections are best viewed on desktop. Once you sign up, you will have an account login/password and you can log back in any time to access the Client Discovery Tool or the Client Portal by navigating directly to https://app.clientdiscovery.co.
Step 1 - E-mail Invite
You will receive a personalized email which will include a secure Sign Up button to the Client Discovery Tool/Client Portal. You may need to check your spam or junk folder. Click on the "Here" button to start this process.
Note: You must utilize the e-mail address that your advisor entered in to their system. Entering an e-mail address on sign-up that does not match will result in an error message (e.g., you will receive an error if your advisor invited you using your Gmail account but you attempt to sign-up using your Hotmail account).
Step 2 - Sign-Up/Password
The Client Discovery Tool/Client Portal are accessible on Google Chrome or Microsoft Edge browsers. You will receive an error message if this link is opened on any other browsers. The Client Discovery Tool and Client Portal are both mobile friendly, although certain detailed financial projections are best viewed on desktop.
You will be automatically directed to the Client Discovery Sign Up page with your email pre-populated, if not, fill in your email address. A strong password will also need to be created according to the system parameters which will automatically appear on your screen as you start typing. Select Continue once the password criteria via green checkmarks are met.
Step 3 - Login/Future Visits
Once you sign up, you will have an account login/password and you can log back in any time to access the Client Discovery Tool or the Client Portal by visiting https://app.clientdiscovery.co.
Step 4 - General Features
a) Client Discovery Tool/Flinks
The Client Discovery Tool involves four basic steps explained in more detail here. You will either be confirming information entered by your advisor or answering queries. You can also log back in at any time to add additional details or missing information.
As part of the Client Discovery Tool, you can provide details about your assets, liabilities, pensions and insurance. If your advisor has activated the Flinks feature, it also allows you to link your bank account and investment account balances utilizing Flinks account aggregation functions. To learn more about the Flinks account aggregation, click here.
b) Client Portal
Once you have completed or confirmed the information requested in the Client Discovery Tool, you will have access a Client Portal (which begins with a Client Dashboard view). This provides summary of information selected by your advisor.
