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Eight short wellness and longevity-focused assessments that can be used with any client or prospect, including family members. Most assessments take your client 5 minutes or less to complete.
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Each assessment incorporates a recommendation engine that generates a personalized report that includes next best actions for the advisor to take with the client. Other report outputs include summary scoring, health care cost estimates, trusted contact information, current client preferences and practices, and more.
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Our advisor and compliance team training programs cover a range of health, wellness, and longevity topics. These programs are grounded in award-winning educational materials, thought leadership, and an innovative clinical study conducted at the Massachusetts General Hospital.
Product Description
About this Product
Our subject matter training programs enable advisor and compliances teams to more effectively:
- Initiate Successful Conversations Around Health, Aging, and Diminished Capacity
- Design and Deliver Financial Wellness Services As An Asset Consolidation Strategy
- Protect Clients From Sub-optimal Financial Decision-Making And Abuse
About 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.
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Serving RIAs Since
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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.