Features
Everything it takes to plan a hundred-year life
One platform brings health, money, care, work, and purpose together, then turns them into action a person can actually take. Six surfaces, one engine underneath.
What the member sees
Five surfaces, one plan
Step through them the way a member would, from the first score to the moment they would rather talk to a person.
Under the hood
The platform is the product
LifeForward owns its stack, from the assessment engine to the coach to the reporting. That is the part a partner cannot build in a quarter.
Assessment and scoring engine
A multi-variable model turns assessment answers, and connected data where a market allows it, into a score per domain and a ranked next action.
Agentic AI architecture
Agents hold the member's context, plan multi-step guidance, and take small actions with permission rather than waiting to be asked.
Cross-domain data model
Health, care, finance, work, and benefits in one model, which is what lets a health choice show up as a retirement number.
Benefit-to-stage mapping
Knows which entitlement matters to whom, what it is worth, and exactly when to surface it.
Aggregate reporting
Cohort readiness, engagement, and utilization back to the partner. Individual records stay with the member.
Build once, deploy anywhere
Benefit-agnostic and country-agnostic. A new market loads a local catalog and a local rule set. The engine does not change.
What the advisor sees
The same score, turned into a conversation
Four views of one client, from the whole picture down to the product shelf. Step through them the way an advisor would in a meeting.
Connects to
The data a member chooses to share
Nothing is required. Every connection is opt-in, reversible, and shown back to the member when it informs a suggestion.
Integration availability varies by market and partner. Connected data is not required to produce a readiness score.
Guardrails
Built to be trusted
Planning estimates, not promises
Every number a member sees is labeled as an estimate, with the basis shown. No guarantees, no projected returns.
Advice goes to a licensed adviser
Product-specific advice routes to a licensed person in your market. The platform frames the gap. The adviser gives the advice.
No clinical overclaiming
Education and coaching, not diagnosis or treatment. No biological age or anti-aging claims anywhere in the product.
See the whole platform in forty minutes.
We will walk the member app, the advisor console, and the reporting, using a market and a product shelf that look like yours.