# Genivity Reviews
**Vendor:** Genivity  
**Category:** [Financial Consulting Providers](https://www.g2.com/categories/financial-consulting)
## About Genivity
Genivity is an AI SaaS platform designed to help advisors engage and retain clients.






- [View Genivity pricing details and edition comparison](https://www.g2.com/products/genivity/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+15%3A38%3A21+-0500&secure%5Bsession_id%5D=28ee25a9-6b31-4059-825e-3ef998ea22a4&secure%5Btoken%5D=37b759b58666f3814068aea6defabb221387b3cc29a4fa872b9e19caa98a55be&format=llm_user)

## Genivity Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

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