+
+

Related Products

  • RXNT
    552 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • XpertCoding
    42 Ratings
    Visit Website
  • Innoslate
    93 Ratings
    Visit Website
  • TriNet
    1,896 Ratings
    Visit Website
  • Revaly
    7 Ratings
    Visit Website
  • Qloo
    23 Ratings
    Visit Website
  • FrameworkLTC
    48 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • AdvancedMD
    2 Ratings
    Visit Website

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.

About

When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Institutions requiring a platform to improve their financial planning operations and grow their business

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HighPeak
Founded: 2023
United States
www.highpeak.ai/

Company Information

Simplicitree
United States
www.simplicitreeplan.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
inStream

inStream

inStream Solutions
MoneyGuide

MoneyGuide

Envestnet
ReportWa

ReportWa

Hexaview

Categories

Categories

Integrations

Google Sheets
Microsoft Excel

Integrations

Google Sheets
Microsoft Excel
Claim HighPeak and update features and information
Claim HighPeak and update features and information
Claim Simplicitree and update features and information
Claim Simplicitree and update features and information