The Most Accurate Future Cost of Care Estimations
Access advanced, individualized insights for your clients’ healthcare, longevity, and long-term care costs.
Unlock growth with personalized, holistic planning
60%
increase in clients who prefer holistic planning from 2018 to 2023
Source: McKinsey
45%
increase in AUM growth for holistic wealth planners versus others.
Source: eMoney
70%
of wealth management clients see highly personalized service as a factor in deciding whether to stay with the current FA or switch to another firm.
Source: Envestnet
Flexible solutions to fit your needs
HighPeak delivers dynamic, data-driven insights that easily adapt to each client’s changing needs.
Robust Data
- We compile high-quality data from multiple trusted sources.
- Our strict filter policies clean and refine data to ensure that all insights are accurate, reliable, and valuable for informed decision-making.
State of the Art Security
HighPeak ensures industry-leading privacy and security, adhering to the highest standards of data protection.
Responsible AI
We are committed to ethical AI practices and have a governance framework that sets industry standards.
Total Cost of Care
- Access accurate, personalized projected care costs on a year-over-year basis for each and every client.
- Deepen understanding of each client’s unique needs with clear charts that drive more confident conversations.
Seamless Exporting & API Integrations
Complement existing software with easily exportable data for more precise and holistic financial plans.
Scenario Plans & Simulations
- Create and compare custom scenario plans – editing healthcare inflation rates, life expectancy, risk tolerance, level of care and more.
- Run Monte Carlo simulations to help clients make more informed decisions about their future.
