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...
Genivity Wins UBS Future of Finance Competition

Genivity Wins UBS Future of Finance Competition

The entire team at Genivity was thrilled to be chosen as a winner of the UBS Future of Finance challenge. Genivity received recognition in the “Deepening Client Relationships” category.  UBS put out the call to “…start-ups and established, growing companies that...