i65
Healthcare and Medicare planning, simplified for advisors.
"i65 is a specialized planning tool designed to help financial advisors navigate the complexities of healthcare and Medicare planning for their clients. It provides resources and tools to optimize healthcare-related financial decisions, ensuring clients are well-prepared for retirement healthcare costs. RIAs use i65 to offer comprehensive financial planning services that address a critical and often overlooked aspect of retirement."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"i65 empowers financial advisors to confidently navigate the complexities of healthcare and Medicare planning for their clients."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How i65 integrates into institutional RIA stacks.
Alternative Peer Landscapes
Avante
Healthcare and Medicare planning, simplified.
Bloomberg Tax (BNA)
Expert tax planning and compliance solutions for RIAs.
Capitaliz
Accurate business valuation for informed financial planning.
Carefull
Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Covet
Empowering RIAs to deliver exceptional legacy planning.