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Wealth Utilities

Waterlily

Specialized healthcare and Medicare planning for RIAs.

"Waterlily is a specialized financial planning software designed to help RIAs navigate the complexities of healthcare and Medicare planning for their clients. It provides tools for analyzing healthcare costs, optimizing Medicare choices, and integrating these considerations into comprehensive financial plans, enabling advisors to offer more holistic and valuable advice."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #481 in Wealth Utilities
Validated Adoption
1 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Medicare plan comparison tools
Healthcare cost projections
Integration with financial planning software
Client education resources
Compliance support for healthcare advice

Primary Use Cases

Retirement planning
Healthcare cost projections
Medicare enrollment guidance

Agentic Intelligence Briefing

"Waterlily helps RIAs integrate healthcare and Medicare planning into their practice, providing tools to advise clients on healthcare costs in retirement."

Real-time Forensic Synthesis

Competitive Strengths

Specialized planning for healthcare and Medicare
Addresses a growing need for retirees
Potentially simplifies complex healthcare decisions for clients

Adoption Hazards

Limited applicability for younger clients or those not focused on retirement
N/A pricing makes it difficult to evaluate cost-effectiveness
Unknown integrations may limit workflow efficiency

Stack Compatibility Profile

How Waterlily integrates into institutional RIA stacks.

1 Firms Analyzed
ICM
100%
Stack Correlation
MII
100%
Stack Correlation
TimeLine
100%
Stack Correlation
Zoom
100%
Stack Correlation
NDEX
100%
Stack Correlation
Bill.com
100%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to expand their financial planning services to include healthcare and Medicare planning.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Retiree Income
2Medicare.gov resources

Value Proposition

"Waterlily simplifies the complexities of healthcare and Medicare planning, empowering RIAs to provide valuable guidance and improve retirement outcomes for their clients."

Audit Your RIA Stack

See how Waterlily fits into your overall tech efficiency score.

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