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Specialized Planning

LISA

Insurance Intelligence for Smarter Financial Planning.

"LISA empowers RIAs with comprehensive insurance intelligence and analytics, enabling data-driven decisions in financial planning. It provides tools to analyze insurance policies, assess client risk exposure, and optimize insurance strategies for enhanced client outcomes. Firms use LISA to integrate insurance planning seamlessly into their broader wealth management offerings."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #58 in Specialized Planning
Validated Adoption
323 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Insurance needs analysis
Policy gap identification
Coverage modeling
Client risk assessment
Integrated financial planning

Primary Use Cases

Insurance needs analysis for clients
Portfolio risk assessment considering insurance coverage
Comparing insurance options and recommending optimal policies

Agentic Intelligence Briefing

"LISA empowers RIAs to provide holistic financial planning by seamlessly integrating insurance analysis and recommendations."

Real-time Forensic Synthesis

Competitive Strengths

Specialized insurance planning capabilities
Data-driven insurance analysis
Potentially improves client outcomes with better insurance planning

Adoption Hazards

Limited information available to assess depth of integration with other RIA tools
Lack of transparent pricing makes ROI difficult to estimate
Niche focus may not be necessary for all RIAs

Stack Compatibility Profile

How LISA integrates into institutional RIA stacks.

323 Firms Analyzed
Nitrogen Wealth
97%
Stack Correlation
Riskalyze Online
96%
Stack Correlation
Elements Financial Planning
78%
Stack Correlation
Advisor Websites (Responsive)
75%
Stack Correlation
ROL
61%
Stack Correlation
NDEX
60%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Financial advisors and RIAs seeking to incorporate insurance into their planning process.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Covisum Income InSight
2RightCapital (for basic insurance planning)

Value Proposition

"For RIAs seeking to provide superior insurance planning advice and enhance client financial security, LISA offers specialized insurance intelligence to optimize client outcomes."

Vendor Dossier

LISA logoL
LISA
lisa.com
Corporate Portal

Audit Your RIA Stack

See how LISA fits into your overall tech efficiency score.

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