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.
Genivity的外部链接
222 W. Merchandise Mart Plaza
Suite 1212
US，Illinois，Chicago，60654
Longevity, health, and eldercare. These three areas are often treated as averages in financial planning software. Your clients are not average. Listen to our founder, Heather Holmes, talk about how Genivity helps you move beyond averages. #financialplanning #longevityplanning
Your financial advisor knows that you aren’t just average or a blank space when it comes to comprehensive planning— but are they factoring in your health and wellness? https://www.genivity.com