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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
Kestrelbox is a specialized wealth management CRM created specifically for financial advisors, integrating various essential functions such as client management focused on households, tracking assets under management, ensuring regulatory compliance, and facilitating automated communications within a single platform aimed at aiding advisors in enhancing and sustaining their client relationships. This innovative solution addresses a critical challenge in the wealth management sector, where financial advisors must effectively manage client households, oversee assets under management, keep compliant records as required by FINRA and SEC, and communicate smoothly with both prospects and clients. In contrast to traditional methods that necessitate the use of multiple disparate tools—like various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox brings all these functionalities together in one cohesive platform, built with a household-centric approach, thereby streamlining operations for financial advisors. By doing so, it not only simplifies their workflow but also enhances their ability to provide exceptional service to their clients, ultimately driving growth in their practices.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Google Sheets
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$197/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
Kestrelbox
Founded
2026
Country
United States
Website
kestrelbox.com
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management