Envestnet MoneyGuideIn the news
Goals-based financial planning software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
Retirement healthcare, long-term care and Social Security projection tools and data for advisors and institutions
Danvers, MA, USFounded 2008hvsfinancial.com
HealthView Services provides software and data that estimate retirement healthcare costs. It sells to financial institutions, which license tools and data feeds for their advisors, and to individual advisors through its HVS Portal.
The portal produces personalized projections of lifetime healthcare and long-term care costs from a few inputs (gender, age and health status), calculates Medicare IRMAA surcharges and models Social Security claiming. The CarePath app adds long-term care cost projections with longevity modeling and state and metro-level cost data. The company says its models rest on hundreds of millions of actuarial claims records under a patented process, and it offers APIs and data web services to institutions. It also publishes an annual retirement healthcare cost data report.
HealthView Services was founded in 2008 in Danvers, Massachusetts. Pricing is by quote; a 7-day free trial is offered, and firms can buy bulk licenses.
Goals-based financial planning software for advisors
Financial planningPer seat
Retirement income and tax planning software for financial advisors
Financial planningPer seat
Goals-based and cash-flow financial planning software for advisors
Financial planningPer seat
Financial planning software for independent financial advisors
Financial planningPer seat
Cash flow and advanced wealth planning software for advisors
Financial planningPer seat
Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy
Financial planningPer seat
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.