A better way to deepen your client relationships
NASHVILLE, TN – January 22 – Wealth Acess is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access’s customizable client portal. This integration will allow financial institutions to seamlessly offer Genivity’s HALO Planner within their established Wealth Access data-driven, digital user experiences so they can succeed in the new wealth management era.
Genivity HALO’s interactive assessment captures all the information you need on their health and longevity with minimal barriers to entry for your client. AI and machine learning then personalize cost projections to each client’s unique lifestyle, health, and longevity outlook. Wealth Access’ technology helps institutions stay compliant for Reg BI and provide an enhanced client experience built on leading-edge technology solutions that deepen client relationships.