Get started with Wealthbox + Waterlily
Modern CRM integrated with long-term care planning
Modern CRM integrated with long-term care planning
Overview
Waterlily is an AI-native platform that helps financial professionals plan and insure for aging and long-term care. The platform helps advisors predict client care needs, compare funding and insurance strategies, and streamline the path from planning to application.
With the Waterlily integration, advisors can bring long-term care planning directly into their existing Wealthbox workflow. Advisors can bulk invite eligible clients to Waterlily in just a few clicks and access key long-term care planning insights directly within Wealthbox. By connecting long-term care projections and planning data back to the CRM, the integration reduces manual work and gives advisors a more
complete view of their clients’ financial future.
View Waterlily long-term care planning insights alongside client information in Wealthbox.
Bulk invite clients to Waterlily directly from Wealthbox to streamline long-term care planning workflows.
“Long-term care is one of the largest unfunded liabilities in retirement, but most advisors don't have a structured way to bring it into the planning conversation. Our integration with Wealthbox changes that. Advisors can now invite every client into a personalized long-term care plan with a few clicks, and surface the resulting projections right inside the contact record they already work from every day.”
Lily Vittayarukskul
Co-Founder & CEO, Waterlily
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