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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
Simplifying your financial planning not only enhances your effectiveness but also fosters business growth; therefore, instead of merely promoting the features and advantages of your offerings, consider providing an engaging planning experience that narrates how clients can achieve their goals. By presenting an interactive journey alongside straightforward plans, you can elevate the quality of client meetings and increase your chances of closing deals. Avoid losing potential referrals by ensuring that clients can recognize your value clearly. With a user-friendly, interactive platform, customers are more inclined to recommend your services when they have access to such a resource. Allocate less time to meeting preparations and devote more time to the clients you are meant to assist. Illustrate the results of your investment suggestions, demonstrate the effectiveness of your counsel, and cultivate trust more swiftly. With interactive, real-time planning, it's possible to convert a prospect into a client in just one hour, creating a seamless transition that benefits both parties significantly. Ultimately, this approach not only enhances client satisfaction but also strengthens your firm's reputation in the marketplace.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$149 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HighPeak
Founded
2023
Country
United States
Website
www.highpeak.ai/
Vendor Details
Company Name
Simplicitree
Country
United States
Website
www.simplicitreeplan.com