Your clients want better engagements around wellness and longevity.

We help you deliver.

Wellness and longevity by the numbers.

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We offer a comprehensive suite of wellness and longevity-focused digital solutions for wealth management firms.

Client engagement, discovery, and prospecting assessments

Short, focused assessments that facilitate "sensitive" conversations, generate wellness scores, and produce personalized recommendations.

Advisor, legal, compliance, and risk personnel training programs

Unique content and instruction informed by experts in practice management, geriatrics, and mental and behavioral health.

Client communication and marketing materials

Continuously updated, multi award-winning digital content for use and distribution in client marketing campaigns.

Financial decision-making capacity screening tool

Clinically-based, digital assessment that screens for diminished capacity and delivers immediate and documented results.

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Financial wellness as an asset consolidation strategy

Wellness should mean more than what you might see on a Hallmark card or giftshop pillow.

Good investment advice is only part of a holistic wellness solution. Financial wellness is best understood as a hierarchy of needs and action items. See more in Introducing a Hierarchy of Financial Wellness appearing in the Journal of Financial Planning.

Free 30 day trial:
Use Promocode 'WHEALTHTRIAL'

Here's what our subscribers are saying about our multi-award winning application

1 / 3

"The intersection of an aging demographic and the industry’s need to increase its value proposition via the delivery of holistic financial wellness planning demands an augmented advisor system. Wheathcare’s combination of intuitive technology and an empirically based process provides advisors the toolset needed to better address this growing planning demand."

Shane Morrow, CFP®, CIMA®, CAIA®, Managing Partner - IronBridge Wealth Counsel

2 / 3

"As a planner, Whealthcare has helped me with one of my biggest fears - what are my clients not telling me? It's not that they are intentionally keeping me in the dark, it's just that no other financial planner has asked them. By walking through these assessments, we really have a deeper appreciation for each other."

Amy Irvine, CFP®, EA, MPAS®, Founder - Irvine Wealth Planning Strategies

3 / 3

“Whealthcare is a critically needed resource for financial advisors looking to serve their older clients for the later retirement years. Whealthcare balances an understandable and accessible questionnaire interface with practical and sensitive advice and perspectives. Whealthcare helps me and my practice uncover the true priorities of my clients."

Thomas C. West, CLU, ChFC, AIF®, Partner - Signature Estate & Investment Advisors

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