Predictive Insights for Future Care Cost Planning
Gain access to personalized, AI-powered projections that help advisors understand future healthcare, longevity, and long-term care costs with greater confidence.
Client Growth Fueled by
Personalization and Predictive Planning
60%
increase in clients who prefer personalized, long-term planning approaches.
Source: McKinsey
45%
increase in AUM growth for firms offering personalized planning experiences.
Source: eMoney
70%
of clients say personalized service influences their decision to stay with or leave a financial advisor.
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.
Advanced Security Features
HighPeak follows established privacy and security best practices, maintaining compliance with recognized data protection standards.
Responsible AI
We are committed to ethical AI practices and maintain a governance framework focused on transparency, accountability, and responsible development.
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 to support more personalized and integrated client strategies.
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.
