Introducing the Wealth Access + Genivity HALO Integration

Share Article

A better way to deepen your client relationships.

Wealth Access is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access’s customizable client portal. This integration will allow financial institutions to seamlessly offer Genivity’s HALO Planner within their established Wealth Access data-driven, digital user experiences so they can succeed in the new wealth management era.

Genivity HALO's interactive assessment captures all the information you need on their health and longevity with minimal barriers to entry for your client. AI and machine learning then personalize cost projections to each client's unique lifestyle, health, and longevity outlook. Wealth Access’s 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, Heather Holmes, Chief Executive Officer of Genivity had this to say: “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.”

INTRUST Bank has been using the Genivity 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.

About Genivity
Genivity is an award-winning technology platform helping financial professionals and their clients understand, impact, and protect their financial future from the #1 threat to retirement savings: health and elder care costs. The Genivity HALO (Health Analysis & Longevity Optimizer) personalizes longevity, health, & elder care costs in retirement, giving clients unique insights into their future needs & arming their advisors with better information to protect their plan. Founded by a team of health care professionals with backgrounds in computational genetics, data science, and market development, Genivity provides leading financial institutions with data-driven insights to inform decision making and drive business growth across the household. To learn more, visit

About INTRUST Bank
INTRUST Bank is a full-service financial institution serving individuals and commercial customers with 47 locations across Kansas, Oklahoma and Arkansas. Since our founding in 1876, we’ve been growing with our customers, supporting our communities, partnering to build businesses and innovating services. Learn more about our story at

About Wealth Access
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high-net-worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website