Solution introduction
Earn the trust of the next generation
Financial planning for health is the key to retaining heirs as clients. Genivity makes it easy
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 comprehensive, targeted advice to clients, and better communication with the family.
