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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ConQuest
Deloitte Cascade Suite
Google Sheets
Microsoft Excel
Salesforce

Integrations

ConQuest
Deloitte Cascade Suite
Google Sheets
Microsoft Excel
Salesforce

Pricing Details

No price information available.
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

HighPeak

Founded

2023

Country

United States

Website

www.highpeak.ai/

Vendor Details

Company Name

Ortec Finance

Founded

1981

Country

The Netherlands

Website

www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Product Features

Product Features

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