Healthcare planning software for comprehensive financial advisors.

Engage clients in healthcare planning that goes beyond just health insurance or Medicare. Truly support all of life's transitions through HealthPlanner.

Develop a deeper understanding of your clients needs, building higher value relationships.

Stand out against other firms with unique healthcare support embedded into your financial planning process.

We make it effortless to support your clients with one of the biggest threats to their financial goals: healthcare.

Cater to the needs of your clients at different life stages with a customized HealthPlanning Analysis.

With an an average satisfaction rating of 8.54, Caribou was in the top 10 of more than 800 technology tools and solutions mentioned in T3’s 2024 survey.