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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

HighPeak’s innovative platform empowers financial advisors with AI-driven tools that provide precise and predictive insights on longevity and healthcare expenses, seamlessly integrating into their advisory processes. With a strong foundation of over 30 million medical claims and 100 million prescription records, the platform boasts an impressive accuracy rate exceeding 90%, making it a powerful resource tailored for individual client needs. Key features of the platform encompass personalized predictions regarding longevity, medical costs, and long-term care expenses; sophisticated financial simulations that include scenario planning and Monte Carlo analysis; detailed cost breakdowns for various medical, prescription, and care scenarios; and an AI Copilot designed to aid advisors in data interpretation and health-cost projection optimization. Moreover, it facilitates flexible data exporting and API integrations, ensuring smooth incorporation into pre-existing software environments. Overall, HighPeak’s platform not only enhances decision-making for financial advisors but also significantly improves the customization of client services in a rapidly evolving healthcare landscape.

Description

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
Samplead No 

Integrations

Google Sheets No 
Microsoft Excel No 
Samplead Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HighPeak

Founded

2023

Country

United States

Website

www.highpeak.ai/

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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