April 17, 2019

Whealthcare Planning won the award for best educational materials at the InvestmentNews Innovation Summit in New York on Wednesday night. We are pleased and honored to win this prestigious award. We extend our thanks to InvestmentNews and the members of the committee who selected us.

March 6, 2019

We have been nominated as one of three finalists in the Educational Materials category. Our educational materials are designed for both financial advisors and their clients, and cover topics such as protecting older adults from financial exploitation, identifying and managing cognitive decline, planning for longevity, controlling health care costs, and more.

WealthManagement.com January 10, 2019

In his December 2018 Fintech Review, Riskalyze CEO Aaron Klein gives the release of the direct to consumer version of the Whealthcare Planning platform a thumbs-up.