Description
Genivity is a dynamic client engagement solution that helps advisors plan for longevity, health, and elder care with their clients. Providing comprehensive, targeted advice to clients, and better communication with next generation heirs.
Quick Details
Type
Financial Planning Report
Integration
Pre-Built
Website
https://www.genivity.com/Support
https://www.genivity.com/contact-us/How it looks
How it Works
Contact your firm admin to enable the Genivity module. The Genivity experience can be launched directly from Wealth Access from either the Advisor or investor view.
The HALO questioner can be filled out on behalf of the investor or with the investor, Genivity will then produce a PDF report that is automatically stored in the Wealth Access Document Vault.