MoneyGuideEnvestnet
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Related Products
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About
HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems.
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About
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial advisors wanting a tool providing AI-driven longevity and healthcare cost predictions integrated into their planning toolkit to deliver deeply personalized, data-backed client strategies
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Audience
Companies and advisors wanting a solution to manage and customize their planning services
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHighPeak
Founded: 2023
United States
www.highpeak.ai/
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Company InformationEnvestnet
Founded: 1999
United States
www.moneyguidepro.com/ifa/Home/MoneyGuidePro
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Addepar
Altruist
ByAllAccounts
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
FinFolio
Google Sheets
MAUI
Microsoft Excel
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Integrations
Addepar
Altruist
ByAllAccounts
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
FinFolio
Google Sheets
MAUI
Microsoft Excel
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