Poor communication is the #1 reason clients leave their financial advisor.

Especially in the age of COVID, clients expect their advisor to communicate with them in a timely manner on the issues of greatest importance to them.

of investors leave because their advisor is not communicating in a way that meets expectations (#1 reason overall).

Source: Natixis Investment Managers

of investors cited failure to communicate on a timely basis as one of their top three reasons for firing their advisor (#1 reason overall).

Source: Financial Advisor Magazine

of high-net-worth investors have switched financial advisors within their lifetime.

Source: Spectrum Group

Engage with clients - and prospects - in substantive conversations beyond investment and markets.

We make it easy for you to have meaningful interactions in the subject areas we know matter most to your clients - without the need for specialized knowledge.

Retirement Income

Longevity

Healthcare & Costs

Estate Planning

Spouse & Children

Living Transitions

Family Caregiving

Diminished Capacity

How do we help you deliver wellness?

Simple digital engagement tools enable you to confidently and comfortably address a wide range of wellness-related topics with your clients.

"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

"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

“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