More value for your clients; more revenue for your practice.
Alphiniti gives estate attorneys, financial advisors, brokers, TPA's, and insurance agents a platform that deepens every client relationship; from benefits and wealth to legacy and end-of-life; while opening new, recurring revenue streams alongside the work you already do.
Estimates based on published benchmarks (MedPAC, Milliman, AHRQ) and internal modeling. Actual results vary by organization. Not a guarantee of savings.
Five professions, one continuity platform.
Each provider type brings clients into a different part of the Alphiniti ecosystem; estate, wealth, benefits, stop-loss, and life insurance; and every entry point connects to the same Secure Vault, family network, and continuity engine.
Estate Attorneys
Refer clients into a Secure Vault that holds wills, trusts, POA, and estate documents; then automate governed release to executors when the time comes.
Financial Advisors
Offer a white-label client portal with live accounts, retirement simulation, AI insights, and estate planning; a daily engagement layer that grows AUM and referrals.
Brokers
Bring differentiated value to employer clients; benefits consolidation, wellness, and stop-loss intelligence that reduce costs and earn you a measurable renewal story.
TPA's
Layer Continuum RM alongside your plan administration; surface emerging high-cost claimants for self-funded clients with a concrete cost story at every renewal.
Insurance Agents
Bundle life insurance, legacy planning, and health continuity so every policy comes with a reason to keep the household engaged for life.
New revenue you can build into every client
Legacy Cloud packages per family
Estate attorneys and service providers sell a permanent memorial and Secure Vault with every case; a margin plus an ongoing maintenance fee.
White-label wealth portal
Financial advisors offer a branded client portal (Meridian) with live accounts, trading, billing, and AI; a recurring, sticky engagement that grows AUM.
Stop-loss intelligence resale
Brokers and TPA's package Continuum RM into self-funded renewals; an AI risk story that justifies premium and differentiates the book.
Life-insurance + legacy bundle
Insurance agents pair a policy with Legacy Cloud and the Secure Vault; one sale becomes a years-long household relationship.
Client value that keeps them engaged
Encrypted Secure Vault
Wills, trusts, estate, financial documents, passwords, and asset information in one secure digital place; the family mourns, probate costs drop, executor release is automated.
Benefits consolidation & AI nudges
Unify medical, dental, 401k, HSA, FSA, EAP, and life insurance into one wallet; AI surfaces FSA/HSA forfeiture risk and recovers $312/employee/year.
Longitudinal health record
A health record that follows the employee across providers; fewer duplicate tests, earlier intervention, and a healthier book for the broker to stand behind.
Family & multi-generational sharing
One advisor or agent serves the whole household; spouse access, college funds, shared buckets, and beneficiary contributions keep the family in one place.
Differentiated renewals & retention
Real-time stop-loss risk scoring
See risk exposure across your book as it develops, not after a claim lands; a measurable cost story you can point to at renewal.
Emerging high-cost claimant alerts
Identify members trending toward high-cost claims early enough to actually intervene; reduce the shocks that drive up next year's renewal.
AI-powered renewal narrative
An LLM-generated renewal story with documented intervention impact; carriers reduce increase proposals 72% of the time with AI-assisted monitoring.
Wellness that actually works
Tie wellness to daily routines with mobile + wearable integration; 34% higher benefit utilization and a healthier, more retentive book.
A partner channel, not just a vendor relationship
Mutual referral network
Estate planners, attorneys, advisors, brokers, and agents refer clients in and receive referrals out; collaborate within each professional's licensed scope.
Partner revenue payouts
Track every package sold, every renewal, and every referral reward in one dashboard; no spreadsheets, no lost credit.
Marketplace listing & demo pipeline
Listed partners gain visibility to families searching for providers in their region, and inbound interest is routed to your team with follow-up tracked end-to-end.
Works alongside what you already run
Integrates with your existing plan administration, CRM, and custodian systems; not a rip-and-replace. Two-way sync keeps everything in one place.
Trust & compliance you can sell to cautious clients
SOC 2-aligned security
Audit logging, encrypted PHI at rest, and HIPAA-grade handling; messaging that reassures families handing over sensitive documents.
Professional-grade access controls
Attorneys, advisors, and agents are invited into a verified Professional Network to collaborate within their licensed scope.
Post-death & beneficiary directives
The owner decides exactly who sees what, and when; a feature that wins families worried about privacy after a loss.
Continuity Intelligence (ACIP)
Cross-app continuity event and command logs keep every provider, spoke, and family member working from one source of truth.
Explore the partnership that fits your practice.
Three partner paths use the same continuity engine; choose the one that matches how you serve clients, or combine them.
Legacy & End-of-Life Partnership
Estate attorneys and end-of-life providers: mutual referrals and white-label Legacy Cloud.
Legacy Planning Learn More →Wealth Management White-Label
Financial advisors: a branded client portal with portfolio, trading, planning, and billing.
Wealth Management Learn More →Brokers, TPA's & Insurance Agents
Stop-loss intelligence and benefits consolidation for the employer clients you serve.
Health Plans & TPAs Learn More →Partner with Alphiniti for every client you serve.
Whether you refer clients through our network, white-label a portal, or package stop-loss intelligence into your renewals, we'll show you the full platform in a 30-minute demo.