WhealthChat is an AI-enabled chatbot platform designed to improve financial decision-making, enrich conversations, and deliver peace of mind.
For Professionals, Clients, and Employees
WhealthChat’s AI-powered agents are designed for use by financial professionals in the workplace and for personal use by their clients and employees. Chatbots are licensed and managed by financial services firms.
Expert Insights and Award-Winning Content
WhealthChat is powered by a custom-trained AI model that leverages multi award-winning content developed by experts in financial planning, psychiatry, and healthcare.
WhealthChat for Inheritance and Estate Planning
Empowers individuals and families to make inheritance and estate planning decisions with greater clarity and confidence.
Download PDF
WhealthChat for Diminished Capacity Planning
Enables individuals and families to more effectively and empathically manage cognitive decline and financial decision-making challenges.
Download PDF
WhealthChat for Better Client Conversations
Helps financial professionals to initiate and sustain successful client conversations on "sensitive" health and wealth topics.
Download PDF
Personalized, AI-Powered Coaching
WhealthChat delivers recommendations informed by clinical practitioners in the fields of cognitive and behavioral psychology and executive coaching.
Make It Your Own
WhealthChat can be fully white-labeled and its AI model customized and trained on company-specific research findings, marketing materials, and other compliance-approved content.
Interactive Tools for Actionable Planning
WhealthChat’s integrated toolkit features a clinically-based decision-making check-up, gamified conversation practice exercises, “what to do next” needs assessments, and more.