People live longer. Advice should go further.

Bring health-aware advice into the way your firm already works.

Two ways to implement. One purpose: deeper relationships, stronger families and a more durable client experience.

Find your best path → Assess your book

Implementation, AI and compliance controls are configured around your firm’s approved systems, policies and supervisory requirements.

Healthspan Wealth / Advisor home
HSW
Good morning, Alex.
Here are your priorities for today.
12Households with rising risk
8Next-gen conversations
$48MAUM at opportunity*
Chen family · Next-gen planningPrepare →
Martinez family · Caregiver decisionPrepare →
Jordan family · Estate transitionReview →
Two ways to bring Healthspan Wealth to your firm

Choose the operating model that fits the firm you already have.

01 / FULL IMPLEMENTATION

Adopt Healthspan Wealth.

A complete health-aware advisor experience for firms that need the system as well as the capability.

  • Platform configuration around your firm and client journeys
  • CRM, data and identity integration planning
  • Advisor training, enablement and change management
  • Governed health + wealth workflows in one environment
Explore full implementation →
02 / EMBEDDED IMPLEMENTATION

Bring Healthspan Wealth to you.

Keep advisors inside the CRM or approved AI environment they already use, and bring Healthspan intelligence into that workflow.

  • Works with established CRM and advisor operating models
  • Health-Aware Score, journeys and next actions delivered in context
  • Designed for approved enterprise AI environments
  • Less behavior change for advisor teams
Explore embedded delivery →
Suggested changePlatform implementation
TodayDisconnected workflows

Health, wealth and family context live across systems and advisor memory.

→
With HSWOne purpose-built workspace

A single advisor experience brings together signals, journeys, prep and next actions.

Suggested changeEmbedded implementation
TodayYour existing CRM or AI

The advisor already has a familiar home, but health-aware context is missing.

+
With HSWSame workspace. Smarter signals.

Healthspan guidance, family dynamics and next actions appear where the advisor already works.

Compliance Guard

The skill every firm agent will need.

Adhere to your firm’s protocols every step of the way—with compliance that supports the advisor relationship without getting in its way.

01Understand the protocol
02Guide the work
03Protect the relationship
Compliance Guard
✓Firm policy
AIAI guardrails
HHuman review
→Confident next action
Compliant. Contextual.Designed to keep the relationship human.
Assess your book. Get ready for acquisition.

See the opportunities others miss.

The Health-Aware Score helps surface relational and family dynamics in the context of asset transfer, money movement and next-generation readiness—so firms can identify leaky buckets and prioritize the right conversations.

Run a sample analysis →
HSW
Health-Aware ScoreHousehold overview
Illustrative data
72Overall score
Family dynamics64
Next-gen readiness78
AUM retention risk58
Engagement potential85
3Leaky buckets
$12.4MAt risk*
2Next-gen prospects
HighAcquisition potential
Interactive capability demo · Illustrative data

From a book-level signal to the next relationship that matters.

For a practice leader inside a larger firm, the Health-Aware Score can do more than rank households. It can show exactly what is missing, connect that finding to a journey that solves for it, and roll the opportunity up from an individual advisor’s book to the whole team.

01Find the gap 02Launch the journey 03See the roll-up
Demo book
Estate Planning Practice · 428 households
Selected finding

No known 3 AM person

High priority

The household has no known person the client would call first during a late-night health, care or family emergency.

Households37
Assets represented$18.6M
Practice opportunityRelationship resilience
Corresponding Healthspan journey

Build the 3 AM Circle

01
Confirm the person the client relies on firstAdvisor prompt + meeting prep
02
Invite the relationship into the planning circleClient-facing conversation guide
03
Capture permissions, role and preferred contactCRM / HSW relationship update
Roll-up dashboard

Practice leader · Team book

6 advisors · 428 households · $286M represented*
Households with an opportunity12629% of team book
Assets represented$74.1MAcross flagged households*
Journeys in progress41+12 this month
Relationships added19Past 30 days
Opportunity by advisorFlagged households
31
25
21
18
16
15
Where the practice can actTop relationship gaps
01No next-gen relationship54
02No known 3 AM person37
03Spouse relationship is thin46
04Decision-maker not mapped22

*All names, households and values in this capability demo are illustrative. The intent is to demonstrate how a Health-Aware Score could translate relational findings into prioritized journeys and roll-up views for a practice leader and advisor.

A clearer way forward

Side by side, it’s a simple difference.

See the before-and-after visually. On mobile, switch between implementation models without losing the comparison.

Where the work happens

→
TodayTools and context are fragmented.
With Healthspan WealthA unified purpose-built workspace.Healthspan appears inside the existing workspace.

The advisor adopts Healthspan Wealth as the primary health + wealth operating environment.

The advisor remains in the CRM or approved AI environment the firm already uses.

Relationship intelligence

→
TodayRelationships depend on advisor memory and CRM notes.
With Healthspan WealthFamily dynamics become visible and actionable.

Both implementation models can use the same Health-Aware intelligence layer; the difference is where it appears.

Implementation effort

→
TodayNo structured health-aware operating model.
With Healthspan WealthConfigure, integrate, train and launch.Connect, govern and enable inside existing tools.

More change up front, with a consistent dedicated advisor experience.

Less behavior change because the firm keeps its existing system of work.

Works with the tools you already use
Salesforce
Redtail
Act!
Claude
Microsoft 365
And others…
Bring Healthspan Wealth into your existing CRM or approved AI environment.Specific integrations and controls are scoped with your firm.
Built for regulated environments

Adopt AI without abandoning governance.

Healthspan Wealth can be implemented with the controls your firm needs around data access, permissions, approved content and advisor review.

Healthspan Wealth does not replace your firm’s legal, regulatory or supervisory review. Specific controls and integrations should be validated against your policies and approved technology environment.

Governed knowledgeDefine the information, resources and guidance available to each workflow.
Role-based accessAlign access to firm responsibilities, permissions and approved systems.
Human reviewKeep advisors in control of client-facing guidance and final actions.
Implementation controlsDesign rollout, supervision and change around your operating requirements.
Let’s build what’s next

Ready to bring health-aware advice to your firm?

Start with your operating model, your book and the systems your advisors already trust.

Get started →Talk to our team