Alternatives to HighPeak
Compare HighPeak alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to HighPeak in 2026. Compare features, ratings, user reviews, pricing, and more from HighPeak competitors and alternatives in order to make an informed decision for your business.
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1
RXNT
RXNT
RXNT is an ambulatory healthcare technology pioneer that empowers medical practices and healthcare organizations to succeed and scale through innovative, data-backed, AI-powered software. Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice. Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states. Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 125 million prescriptions have been transmitted and over $7 billion in claims have been processed using RXNT. -
2
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
3
Provisian
Provisian
Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.Starting Price: $75 per month -
4
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
5
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
6
PortfolioMetrics
PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy. With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts. Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights. The platform supports: - Historical backtests based on real market data - Strategy comparison and benchmarking - Key metrics like CAGR, drawdowns, and Sharpe ratio - Advanced tools like Monte Carlo - Export options (PDF, CSV) and public sharing links -
7
GenHealth.ai
GenHealth.ai
GenHealth.ai is a healthcare-focused generative AI platform built on a proprietary Large Medical Model (LMM) trained using data from over 100 million patient histories rather than natural language. The LMM processes medical codes and events to predict future patient trajectories, forecast costs, and simulate clinical pathways with higher accuracy and fewer hallucinations than traditional large language models. It supports a suite of purpose-built applications, including Intake Automation (PDF routing, data extraction, medical necessity), Prior Authorization Agent for automated adjudication, and G‑Mode analytics, which enables users to “chat” with historical and projected population‐health data via natural language, all without coding. This AI‑powered co‑pilot has shown 94 % accuracy in prior‑auth cases, a 120× improvement in medical loss ratio forecasting, and 110 % better cost prediction versus standard HCC scoring. -
8
KidBrooke OutRank
KidBrooke
Quickly build innovative, reliable, and secure wealth experiences by accessing our financial simulation engine through versatile APIs, already powering wealth services in a number of financial institutions. OutRank powers seamless financial decision-making based on the simulations of the personal balance sheets of your customers. The holistic customer journey enables your financial advisors or customers to consider all aspects of personal finances developing over a lifetime while making a financial decision. OutRank API enables pensions providers to build the next-generation pension journeys both for accumulators and decumulation. Depending on your business model, it empowers your advisors or customers to navigate through the intricacies of retirement planning by delivering seamless financial decision-making tools. Our APIs are designed by experienced domain experts, ensuring the quality of the underlying models. -
9
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
10
Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
11
Ortec Finance
Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more. -
12
Free Market Health
Free Market Health
Free Market Health is a healthcare technology company dedicated to improving the specialty pharmacy ecosystem with a care-driven marketplace platform. Free Market Health partners with forward-thinking payers and specialty pharmacies of all sizes to streamline the complex and opaque specialty medication fulfillment process, ensuring patients have prompt access to life-saving and life-altering medications. The platform addresses inherent challenges by automating submission pack creation and validation, facilitating transparent and equitable access to specialty drug prescriptions, and enabling real-time decision-making. This dynamic marketplace empowers stakeholders to optimize resources, maximize opportunities, and balance the cost of care with the value it provides. Free Market Health has managed over 200,000 specialty drug claims annually, representing nearly a 400% increase year over year. -
13
HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
14
Plexus
81qd
Plexus is an AI-powered healthcare data analytics platform designed to optimize healthcare provider targeting and clinical network mapping. The software leverages over a billion data points to identify and profile influential clinicians within specific therapeutic areas. Plexus enhances engagement strategies by offering precision segmentation based on predictive analytics, which helps pharmaceutical companies prioritize HCPs who have the greatest impact on patient care and treatment adoption. The platform generates clinical network maps at local, regional, and national levels, providing a comprehensive view of HCP interconnections and facilitating tailored marketing, sales, and medical strategies. Plexus also supports the integration of multiple data sources, including claims data and projected prescriptions, to refine targeting and improve resource allocation. It provides actionable insights for marketing, sales, medical teams, and business insights departments. -
15
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
16
Arine
Arine
While medication therapy management (MTM) has been around for more than a decade, medication-related costs skyrocket, the prevalence of chronic conditions soars, and health plan member satisfaction stagnates. More than ever, healthcare needs a scalable way to manage prescriptions efficiently to keep patients healthy and reduce costs associated with drug-related problems. Arine is like adding a highly capable, senior member to your team who combines data science and clinical expertise, to ensure clinicians have the insights, care plans, and tools needed to deliver personalized care. Arine connects and synthesizes all available information to automate manual work for clinicians, freeing them to spend more time on patient counseling. Arine predicts when high-risk, high-cost events will occur by breaking down risk scores into actionable clinical, behavioral and social components. -
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Morningstar Advisor Workstation
Morningstar
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow. -
18
prognosFACTOR
Prognos Health
The #1 source of purpose-built lab data, now with an entire ecosystem of healthcare data assets you need to answer even your most complex questions. Prognos was first to market, creating harmony between lab data types and extracting its complete analytical value in a powerful platform. Now we integrate that data with millions of medical and prescription claims in a health data marketplace and those sources are growing every day. Billions of data points at your fingertips including harmonized lab data on 325M patients, open and closed medical claims and prescription claims. Prognos Marketplace is a healthcare data marketplace that simplifies the data selection and contracting process by providing a self-service online destination where you can easily curate and purchase the health data you need when you need it. Start with the patient centric data that meets your business need. -
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Sofistic.AI
Sofistic.AI
Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language. -
20
Finaeo
Finaeo
Finaeo is a cloud-based digital assistance platform specifically created for financial advisors. Developed by Finaeo Inc., a Toronto-based company, this AI-enabled digital assistant and sales coach helps financial advisors in streamlining their systems and processes. Equipped with enterprise-grade features, Finaeo enables financial service organizations to have a complete control over their back-office administration and product mix and data, and client relationships.Starting Price: $79.00/month/user -
21
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
22
Glassbeam
Glassbeam
Glassbeam provides data analytics for providers, OEM's and ISO's in the healthcare industry to maximize uptime, utilization and lifecycle costs of connected medical equipment. The platform of software and services deliver predictive and prescriptive insights to measure and optimize KPI’s across the enterprise. Our patented cloud-based data analytics platform is designed to transform and analyze multi-structured data delivering powerful vendor-neutral solutions to improve business performance. Our patented cloud-based data analytics platform is designed to transform and analyze multi-structured data (machine logs, DICOM, HL7, CMMS, Environmental Sensors etc.), delivering powerful vendor-neutral solutions to improve business performance. Current customers include Canon Medical Systems, Cepheid, Renovo Solutions, Agiliti Health, Brown’s Medical Imaging, MultiCare Health System, Harris Health, and UnityPoint (to name a few marquee customers). -
23
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
24
AdvisorStream
Broadridge Financial Solutions
Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience. -
25
Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
26
MediCare HMS
MediCare HMS
MediCare HMS is a comprehensive Hospital Management System (HMS) software designed to automate and streamline the clinical, administrative, and financial operations of healthcare facilities such as hospitals, clinics, and diagnostic centers. The platform provides a centralized system to manage all aspects of a patient's journey and the hospital's workflow. Its main goal is to improve efficiency, reduce paperwork, minimize human error, and enhance the quality of patient care. Key features typically include: Patient Management: Registration, admission, discharge, and transfer (ADT). Appointment Scheduling: Managing doctor and service schedules. Electronic Medical Records (EMR/EHR): Storing and accessing patient clinical data, history, and treatment plans. Billing and Invoicing: Handling patient billing, insurance claims, and financial accounting. Pharmacy Management: Managing stock, dispensing medications, and handling prescriptions.Starting Price: $199/ one-time payment -
27
Outcomes
Outcomes
Outcomes is a healthcare and pharmacy platform designed to connect pharmacy operations with payer and pharma programs through a suite of integrated digital tools that support clinical services, workflow management, patient engagement, and medication therapy management in a single ecosystem. It helps pharmacies optimize operations with intuitive prescription processing, workflow automation, and scalable tools for independent stores and multi-location chains, while enabling clinical interventions that improve medication adherence, close care gaps, and provide targeted care opportunities led by licensed pharmacists. Outcomes include modules for pharmacy management, telepharmacy with secure remote verification and counseling, patient engagement tools for messaging and adherence planning, specialty medication workflows, vaccine and immunization registry reporting, interactive voice response, reconciliation, and financial reporting. -
28
ModelRisk
Vose Software
ModelRisk is a Monte Carlo simulation Excel add-in that allows the user to include uncertainty in their spreadsheet models. ModelRisk has been the innovation leader in the marketplace since 2009, being the first to introduce many technical Monte Carlo method features that make risk models easier to build, easier to audit and test, and more precisely match the problems you face. A ModelRisk user replaces uncertain values within their Excel model with special ModelRisk quantitative probability distribution functions that describe the uncertainty about those values. ModelRisk then uses Monte Carlo simulation to automatically generate thousands of possible scenarios. In the same way that Excel is used for many different types of analysis, ModelRisk is used to assess the uncertainty in the numbers produced by the Excel model. Users have performed risks analyses with ModelRisk in a vast range of fields. -
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MoneyGuide
Envestnet
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. -
30
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
33
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
34
Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
35
Millennium Pharmacy Systems
Millennium Pharmacy Systems
A pharmacy service must be your partner in reducing cost, enabling better clinical and financial outcomes, and improving staff productivity and satisfaction. A pharmacy service must be easy to do business with and a seamless part of your organization's operations. To that end, we provide Millennium pharmacy services for Care, Cost, and Compliance. Millennium replaces frustration, inefficiency, and waste with responsiveness, efficiency, and cost savings. We deliver on the promise of "the right drug, for the right patient, at the right time, for the right price" so you can deliver the best patient care while reducing costs, improving efficiency, and more easily meeting compliance demands. Only Millennium combines Just-In-Time Dispensing with electronic prescription ordering, formulary management, medication and treatment administration, and corresponding medical records. -
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Quva BrightStream
Quva
Quva BrightStream is a cloud-based intelligence platform designed for health-system pharmacy operations that aggregates, normalizes, and integrates clinical and operational data across all sites of care to deliver quantified and prioritized insights. It includes AI- and machine-learning-driven modules such as Shortage Navigator (predictive supply-chain shortage detection), Diversion Surveillance (drug-diversion monitoring), Supply Advisor (aligning inventory to patient demand), Script Revenue Capture (identifying prescription revenue leakage), Contracts Value Maximizer (ensuring contract compliance and price-performance), and Clinical Process Optimizer (order-set, formulary, and protocol management). It supports senior leadership dashboards offering one “single pane of glass”, while enabling drill-downs into prioritized opportunities such as cost reduction, inventory optimization, diversion control, and revenue growth. It claims proven community results. -
37
Perfect E-Prescription System
SARU TECH
The Perfect E-Prescription System is a sophisticated software solution designed to enhance the efficiency and safety of the prescription process in healthcare settings. By enabling healthcare providers to electronically send prescriptions directly to pharmacies, it reduces the risk of errors and ensures that patients receive their medications promptly. The system includes features for managing medication histories, checking drug interactions, and accurately dosing, which altogether streamline the prescription lifecycle. Additional functionalities include the ability to manage and authorize prescription refills, which aids in chronic disease management, and real-time tracking of prescription status, which keeps both providers and patients informed. Integration with Perfect Pharmacy Manager ensures seamless workflow between prescribing and dispensing medications, thereby optimizing operational efficiency and improving patient outcomes.Starting Price: $5/month -
38
Huddle Health
Huddle Health
Medical history, prescriptions, insurance details, provider information, and more – all in the palm of your hand. Paper records are a thing of the past. Organize and store your medication list, receipts, vaccination history, care plans, and more in Huddle Health. Whether you’re scheduling an appointment or meeting with a doctor, Huddle lets you retrieve your medical information at the tap of a finger. A medication list that finally shows the whole picture. Quickly add prescriptions, vitamins, and supplements, past or present. Medication names and dosages are only one part of the equation. Associate each medication with the prescriber, your insurance provider, and even the condition it’s treating. When it comes to remembering your prescriptions, a picture can be worth 1,000 words. Add an image to each medication entry for easy identification. -
39
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
40
Socra
Socra
Socra is an AI-powered platform designed to help users manage healthcare access, benefits, and interactions through a centralized digital experience that combines insurance services, virtual care, and intelligent assistance. It enables users to access their health plans, view benefits, and manage payments through a unified interface, while also providing tools to search for in-network doctors and healthcare providers based on specific needs or conditions. It includes 24/7 virtual care capabilities, allowing users to consult with medical professionals quickly without needing in-person visits, and integrates messaging features to connect directly with a dedicated care team for support, guidance, and cost optimization. Socra also incorporates AI-driven assistance to answer questions, provide recommendations, and streamline healthcare navigation, reducing friction in traditionally complex processes such as finding care, understanding coverage, and managing prescriptions.Starting Price: $60 per year -
41
oneMAR
Catalyst Healthcare
Real-time sharing of medication and patient information encourages collaboration across care teams including pharmacy, a true partnership in patient care. Bar-code scanning at the point of care ensures the “7 rights” in medication administration: right resident, right drug, right dose, right time, right route, right reason and right documentation. Digital photos of each resident and images of their drugs ensure accurate administration. Warning messages prevent missed-dose, wrong-resident and other errors. Scanning at the point of care highlights medications to administer and gives clear notification when medications are discontinued. The combination of bar-coded adherence packaging and oneMAR can improve efficiencies by 2.6 times over manual MAR processes, reduce med-pass time by 52%, and eliminate monthly changeover costs. Send electronic orders for prescriptions and supplies to the pharmacy.Starting Price: $6 per month -
42
Aerial
Medecision
Our HITRUST CSF®-certified, SaaS solution, Aerial™, optimizes the delivery of personalized, predictive and prescriptive next best actions for clinicians, physicians, consumers and their caregivers. All of this is made available in ways that cannot be accomplished in legacy EMR, registration, financial or claims systems. Resulting in better care, lower costs and improved outcomes. Aerial is built on an advanced, modular architecture, making it possible to choose the components that meet your organization’s unique business requirements today, while providing the flexibility to integrate more components as your business grows and changes. -
43
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
44
Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
45
Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
46
SIMON
SIMON Markets
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository. -
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VisualMvo
Efficient Solutions
Efficient Solutions (Effisols.com) offers portfolio optimization software for investment professionals and sophisticated personal investors. Their tools include VisualMvo and MvoPlus for single- and multi-period mean variance optimization, and MCRetire, a Monte Carlo retirement simulator. These applications help users design optimal investment portfolios and assess long-term financial planning strategies, all supported on Windows systems. -
48
Milu
Milu
Give your employees a benefit that makes healthcare less stressful, while reducing costs. Bring a novel cost management solution to your clients, with no plan or network disruption. Get a healthcare superpower that can fight your bills and find you great doctors. Our technology leverages newly available health record data APIs to identify ways for employers and employees to save on doctor visits, prescription drugs, procedures, and medical bills. Milu’s data systems, AI algorithms, and clinical teams review the data to identify any possible opportunities for members to save or get better care. Milu’s tools will also identify medical bills that may have been incorrectly coded or overbilled and appeal them on behalf of employees. -
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Synapse Medicine
Synapse
A medication intelligence platform for all healthcare professionals. Synapse Medicine is the first medication intelligence platform that allows healthcare professionals to obtain reliable medical information in real-time. Completely independent drug information for all healthcare professionals. Synapse Medicine supports all healthcare workers by ensuring correct drug use and reducing iatrogenic risks. Ensure the safety of your prescriptions with just a few clicks. Enjoy access to reliable, continuously updated medical information to support your prescription activities thanks to a platform developed by fellow physicians. A company founded by healthcare professionals. A holistic vision overview of drug information in real-time and ensure the appropriate use of medication for healthcare professionals. Supported by many institutional partners and major university hospitals. A unique medication intelligence platform. -
50
Build resilience with an agile supply chain. Accelerate innovation and respond quickly to quality issues, changing customer specifications, and obsolete parts to ensure compliance and mitigate delays. Predict demand using AI and deliver products on time by planning supply and production in near real time, ensuring the right resources are in the right place. Improve delivery by using predictive analytics to optimize and automate inventory, warehousing, fulfillment, material sourcing, and supply chain logistics. Build agile factories and manufacturing processes with predictive technologies, IoT, and mixed reality to improve throughput, quality, and delivery while reducing costs. Reduce equipment downtime, improve overall equipment effectiveness (OEE), and maximize longevity by performing proactive maintenance. Customers are streamlining operations with Supply Chain Management. Build agile manufacturing and distribution processes.Starting Price: $180 per user per month
