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Description
This platform dedicated to financial wellness delivers customized solutions specifically designed to address the distinct requirements of various businesses. By utilizing its APIs, users can create applications featuring in-depth financial forecasts. The white-label financial planner offers a complete DIY financial planning experience, while interactive calculators can be seamlessly integrated into websites to enhance user engagement. Additionally, the platform prioritizes educational resources and classes, fostering increased financial confidence and literacy among users. Financial advisors are equipped with specialized tools that facilitate close collaboration with clients on their financial strategies. The platform's comprehensive approach incorporates the Financial Projection Engine (FPE), which provides detailed financial analyses that empower individuals to make well-informed decisions regarding their finances and time management. Furthermore, the straightforward implementation process, whether through customizable planners or APIs, guarantees a smooth alignment with a business's objectives, ultimately enhancing overall user satisfaction.
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.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
Microsoft Excel
Pricing Details
$120 per year
Free Trial
Free Version
Pricing Details
No price information available.
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
Boldin
Founded
2015
Country
United States
Website
www.boldin.com/retirement/enterprise/home/
Vendor Details
Company Name
HighPeak
Founded
2023
Country
United States
Website
www.highpeak.ai/