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Specialized Planning

Wink

Insurance intelligence and competitive analysis for financial advisors.

"Wink provides comprehensive insurance product data and competitive intelligence for financial advisors. The platform enables advisors to analyze insurance products, compare features and pricing, and integrate insurance planning into overall financial strategies. RIAs use Wink to make informed recommendations and optimize client portfolios with insurance solutions."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #125 in Specialized Planning
Validated Adoption
86 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Insurance product research and comparison
Competitive analysis of insurance offerings
Data-driven insights for insurance recommendations

Primary Use Cases

Insurance planning and analysis
Client portfolio reviews
Benchmarking insurance products

Agentic Intelligence Briefing

"Wink empowers financial advisors with data-driven insights to make informed insurance recommendations for their clients."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive insurance data and analytics
Helps advisors analyze and compare insurance products
Provides insights into insurance trends and strategies

Adoption Hazards

Pricing not readily available; may be expensive for solo advisors
Niche focus may not be relevant for all RIAs
UI/UX can feel dated compared to newer fintech solutions

Stack Compatibility Profile

How Wink integrates into institutional RIA stacks.

86 Firms Analyzed
Riskalyze Online
99%
Stack Correlation
Nitrogen Wealth
95%
Stack Correlation
Bloomberg Tax (BNA)
88%
Stack Correlation
Elements Financial Planning
88%
Stack Correlation
Advisor Websites (Responsive)
84%
Stack Correlation
Zoom
78%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Financial advisors, RIAs, and wealth managers offering insurance products
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1PreciseFP (for data gathering with insurance integrations)
2LifeYield (for household portfolio optimization including insurance)

Value Proposition

"For RIAs seeking deep insurance insights and product comparisons, Wink provides the intelligence needed to optimize client portfolios."

Vendor Dossier

Wink logoW
Wink
wink.com
Corporate Portal

Audit Your RIA Stack

See how Wink fits into your overall tech efficiency score.

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