Big Announcement from Genivity

Big Announcement from Genivity

We are excited to announce that Genivity has been acquired by Lumiant, a leading client experience and advice engagement platform for values-based financial advisors in the U.S. and Australian markets. The acquisition was recently finalized and we are now...
Genivity HALO: Empowered Aging Through FinTech

Genivity HALO: Empowered Aging Through FinTech

In uncertain times, it’s more important than ever to provide solutions that empower people to take charge of their future. This is especially true when it comes to financial and health decisions.   That said, Genivity is honored to be partnering with the AARP through...
Genivity + Wealth Access Integration

Genivity + Wealth Access Integration

Genivity is excited to announce a new integration with Wealth Access’s customizable client portal. This integration will allow financial institutions to seamlessly offer our HALO Planner within their established Wealth Access digital user experiences so they can...