For clients
A calm place to confirm inputs, run an approved planning module, and return to every saved scenario.
For demonstration purposes only
Governed healthcare & retirement planning
Plan the life.Prove the path.
One calm, shared planning record for the client picture, the calculation, the advisor's actions, and the evidence behind every saved plan.
One planning record
The conversation, model, and proof—held together.
AiVante replaces the patchwork of intake notes, disconnected calculators, and orphaned PDFs with one governed path that both advisor and client can follow.
Shared
Role-specific views of the same record.
Inspectable
Assumptions and versions stay visible.
Preserved
Evidence remains bound to the output.
- 01
Listen
Turn the planning conversation into structured inputs without losing the human context.
- 02
Confirm
Let the client and advisor review the same assumptions before a model runs.
- 03
Model
Make the calculation path, version, and tradeoffs visible instead of hiding the machinery.
- 04
Preserve
Bind every saved illustration to its profile snapshot and evidence receipt.
A workspace, not a handoff
A clear plan is one you can open again.
Advisors see the client book. Clients see their plan. Firms see authority and evidence. Each view comes from the same governed record.
Shared planning workspace
Healthcare before 65
Jordan Lee · age 58
Horizon
7 years
confirmed
Inputs
12 / 15
3 to review
Evidence
Ready
snapshot bound
Projected planning range
Age 58–64Illustrative simulation · assumptions remain visible
Receipt ready
- Engine
- Version recorded
- Snapshot
- Captured
- Replay
- Available
Evidence complete
For advisors
One client book for assignments, assisted planning sessions, illustrations, and the evidence behind them.
For firms
Explicit module permissions, auditable actions, calculation-engine governance, and durable proof.
Built for consequential conversations
The plan is not the point.The life is.
Confidence should come from seeing what changed, what the model assumed, who had authority to act, and what evidence remains after the meeting.
01
Purpose-scoped
Sensitive client inputs stay inside the purpose and authority approved for the plan.
02
Versioned
Every calculation records the engine and assumptions that produced the result.
03
Replayable
A saved plan carries the evidence required to inspect how it was made.
Private by design. Inspectable by intent.
Bring the whole planning story into one room.
Governed healthcare and retirement planning for clients, advisors, and firms.
Role-scoped accessVersioned calculationsEvidence-bound outputs