Health & Wealth Education & Decision Tools

Product Description

About this Product

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We add value in the following ways:

  • Link Schwab accounts to client HealthyHive profiles to feed our HSA & planning apps.
  • Age & Gender-based healthcare diagnosis tool highlighting costly services associated with the diagnosis.
  • Financial Health Education that frames HSAs as a powerful specialized retirement account.

About HealthyHive

HealthyHive (Hiveaway, LLC) is a Boston-based FinTech company. We are the first to tie medical claims data to retirement readiness, a concept we refer to as “Data-Driven Financial Health”. We grew up in the RIA space. Along the way we developed a healthy obsession with how data science applications can improve financial health profiles for
millions of Americans.

We have been analyzing medical claims data for over 8 years. Our conclusion is clear: improving HSA education by helping clients understand the fusion of Health and Wealth can improve retirement readiness profiles. Furthermore, Registered Investment Advisors can differentiate themselves from the pack by helping clients embrace our Data-Driven Financial Health framework.

Product Details

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More info about us

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Category

Financial Planning
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Serving RIAs Since

2020
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.