Quick context: I'm an actuary/pension-modelling background, founder of Life & Health Metrics. We've built a model that estimates biological age and aging speed from passive smartphone step data (Apple Health / Google Fit) — validated against epigenetic clocks and blood-test panels, methodology published in Lancet Healthy Longevity. The idea I want to pressure-test with this group: two clients, same chronological age, can have very different retirement horizons — one biologically 60, the other 70. That gap is measurable and trackable over time, including inflection points when a lifestyle change shifts the trajectory. Where I think it could fit into your workflow: as an additional, individually data-driven input alongside the standard longevity-risk conversation — not a replacement for population-based tables, but a personalization layer on top of them. A few specific questions I keep getting split answers on from advisors I've already talked to, and would love more perspectives on: - Does showing a client their real BioAge (say, 10 years older than chronological) increase stress short-term but build trust long-term — or is it just an unwelcome number with no behavioral payoff? - Does this kind of signal strengthen fiduciary defensibility (documented, personalized diligence), or is it "algorithmic speculation" that doesn't hold up as a basis for advice? - Where would it actually change a recommendation — spending rate, LTC timing, annuitization — versus just being an interesting chart the client never revisits? We're in closed beta (Android/iOS) with real user data flowing. I'd be glad to give access to anyone in the group who wants to try it hands-on and tell me honestly whether the output is useful or noise — no commitment, just candid feedback. And if it turns out to be genuinely useful, I'm open to talking about a pilot with integration into your existing tools. Happy to answer questions in the comments, or reach out directly: 📧 [email protected]

Prospecting, Data Enrichment, Workflows like Hubly, Tiers and Review scheduling built in. Projects/Workflows are a dream to design and build. You ain't seen AdvisorTech like this. Take it from Joe :) View in Category

Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 (2026 book just completed - May 5th!) I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! 🚀So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - 🗃️ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - 📰 AdvisorTech News - 💡 Real Tech Stacks - 🏅 Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - 🤖 All the AI Notetakers for Advisors Don't forget to introduce yourself below! 👇 🗺️ Then check out the map and see who lives near you!