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Set a new Standard of Care with longevity planning, and give your clients personalized models backed by Genivity’s proprietary algorithms
Genivity is an AI SaaS platform helping financial advisors develop stickier client relationships and maximize wealth assets by planning for the biggest risks to a client's retirement: longevity, health, and eldercare. Our client-facing digital experience engages clients in deeper conversations about risk areas and introduces opportunities to optimize their health and financial wellness to protect their retirement goals.
Health is your client's largest asset. How are you protecting it? Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, and care cost planning. Genivity's dynamic client engagement tool that predicts family and lifestyle-based health risks to help advisors provide more......