HighPeak 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.
HighPeak Alternatives
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NaviPlan
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Provisian
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AdvisoryAI
Advisory AI stands as the pioneering AI-Copilot designed specifically for financial advisors, bringing innovative AI software that transforms the creation and management of advisory documents. Our user-friendly platform enables financial professionals to automate any advisory document within a mere 5 minutes, significantly enhancing productivity and conserving valuable time. We excel in automating essential reports such as Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. By streamlining the advisory process, our technology allows financial advisors to concentrate on providing outstanding client service while alleviating their administrative burdens. Embrace the power of Advisory AI to elevate your practice with efficient, AI-powered solutions crafted to meet the demands of today’s financial advisors, ensuring they can navigate complexities with ease and efficiency.
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Pricing
Free Trial:
Yes
Company Details
Company:
HighPeak
Year Founded:
2023
Headquarters:
United States
Website:
www.highpeak.ai/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Online Support
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