Whealthcare Planning

Whealthcare Planning's multi-award winning solution enables financial and insurance professionals to confidently and comfortably address client wellness and longevity-related challenges without specialized knowledge. Our application and training programs have been developed in close cooperation with thought leaders in wealth management, geriatrics, and behavioral and mental health. We received the award for best educational materials at the 2019 InvestmentNews Innovation Summit and the award for Thought Leadership from WealthManagement.com in 2019. Parts of our application are based on a clinical study that investigated the relationships among aging, diminished capacity, and financial decision-making and was conducted at the Massachusetts General Hospital in Boston.