Personalized longevity advice - at your fingertips.
WhealthBot's generative AI model analyzes your needs and preferences and generates longevity recommendations and plans that are uniquely yours.
Powered by advanced AI.
Informed by experts in financial planning, behavioral health, and longevity.
Experience the power of AI sophistication, dedicated to helping you secure a financially healthy longevity.
Feel more confident, empowered, and in control of your future.
AI is revolutionizing the way we plan for longevity. Unlock the potential of tomorrow's technology today.
WhealthBot |
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Try it now! Just ask me a question like "How should I organize my finances to prepare for a long life?"
WhealthBot helps individuals and families to more succcessfully:
Organize and manage personal and family finances, including retirement plans
Draft important health- and finance-related estate planning documents
Prepare for and execute caregiving responsibilities, including the coordination of financial caretaking duties
Manage living and driving transitions
Prepare for and respond to health events, including cognitive decline
Have better family conversations around health, money, and dementia
Assess financial literacy levels and evaluate decision-making capacity
Prevent financial fraud and exploitation
Insights and recommendations tailored to your unique circumstances
OpenAI GPT model trained with recommendations, insights, and research from leading health, finance, and longevity experts
Conversation-style interface makes it easy to get the advice you need quickly
Longevity calculators estimate inputs to planning efforts including life expectancy and number of years you may need long-term care
Health and personal finance problem solving algorithms help you to determine what to do next
Conversation tips and scripts across a broad array of topics that facilitate "difficult" family discussions
Digital library of expert-informed content provides guidance across a wide range of longevity topics
WhealthBot educates your stakeholders on the importance of longevity planning.
And shows them you are dedicated to their financial and retirement security.
Financial and healthcare professionals, retirement services providers, and employers...
Empower clients, patients, plan participants, and employees to achieve longevity wellness.
Enterprises can purchase volume licenses for unlimited distribution with options for customization.
Including generative AI model training using company materials, integration of company content into planning library, white-labeling, and employee/client training.
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