Wealth Access + Genivity HALO Integration | Client Relationships

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 succeed in the new wealth management era.

Our interactive HALO assessment captures all the information you need on your clients’ health and longevity with minimal barriers to entry. AI and machine learning then personalize cost projections to each client’s unique lifestyle, health, and longevity outlook.  Wealth Access’ technology helps institutions stay compliant for Reg BI and provide an enhanced client experience built on leading-edge technology solutions that deepen client relationships.

When asked about the future of this relationship, our CEO, Heather Holmes, said: “Deepening client relationships is the way of the future. The integration between Wealth Access and Genivity provides a competitive edge to firms that are getting on board with this now that will create a lasting advantage and help their clients improve their financial wellness.”

One of our clients, INTRUST Bank, has been using the HALO Planner integration within their fully branded digital hub from Wealth Access to increase adoption and establish a deeper knowledge base for their clients. The results allow them to better serve their clients by offering a holistic look at future financial needs and goals.

“Consumers are no longer satisfied with banks that don’t lead with digital capabilities. Clients become committed enthusiasts of a brand because of the online experience,” says David Benskin, CEO of Wealth Access. “Putting the HALO Planner in our comprehensive digital hub allows banks like INTRUST to offer modern tools that build confidence and loyalty through a delightful experience.”

“Genivity HALO allows our advisors to deepen their client relationships. Having it available in their existing Wealth Access dashboards now allows them to improve the overall client experience, start to finish,” says Bill Martin, the Chief Investment Officer at INTRUST Bank.

The integration is available now to all existing Wealth Access and Genivity customers.