Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • RXNT Reviews & Ratings
    551 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • XpertCoding Reviews & Ratings
    42 Ratings
    Company Website
  • Innoslate Reviews & Ratings
    93 Ratings
    Company Website
  • TriNet Reviews & Ratings
    1,598 Ratings
    Company Website
  • Revaly Reviews & Ratings
    7 Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • Qloo Reviews & Ratings
    23 Ratings
    Company Website
  • FrameworkLTC Reviews & Ratings
    48 Ratings
    Company Website
  • Healthee Reviews & Ratings
    12 Ratings
    Company Website

What is HighPeak?

HighPeak's cutting-edge platform equips financial advisors with AI-enhanced tools that deliver accurate and forward-looking insights on longevity and healthcare expenses, integrating effortlessly into their advisory workflows. Built on a robust dataset of more than 30 million medical claims and 100 million prescription records, this platform achieves an exceptional accuracy rate surpassing 90%, establishing itself as an invaluable resource tailored to the unique needs of each client. Its core features include customized predictions on longevity, healthcare costs, and long-term care expenditures; advanced financial simulations that utilize scenario planning and Monte Carlo methods; comprehensive cost analyses for various healthcare and prescription scenarios; and an AI Copilot that assists advisors in interpreting data and optimizing health cost projections. Additionally, the platform supports flexible data exporting and API integrations, allowing for seamless incorporation into existing software ecosystems. In essence, HighPeak's solution not only enhances financial advisors' decision-making capabilities but also greatly improves the personalization of client services within an ever-changing healthcare environment, ensuring that advisors remain at the forefront of industry advancements. Consequently, financial professionals are better equipped to navigate the complexities of healthcare-related financial planning, ultimately benefiting their clients with tailored strategies.

What is Envestnet Wealth Management Platform?

The Envestnet Wealth Management Platform is the cornerstone of modern advisory technology, delivering a unified, intelligent ecosystem that empowers financial advisors and institutions to manage the entire wealth journey from one place. Built on a foundation of data, automation, and integration, the platform connects financial planning, portfolio management, trading, and reporting in a seamless workflow. Its plan-to-execution framework enables advisors to move effortlessly from client goal-setting to proposal generation, account opening, and ongoing performance review—without switching systems. The platform’s holistic data engine combines Envestnet’s proprietary analytics with third-party sources, producing insights that enhance portfolio strategies, identify opportunities, and personalize the client experience. With its scalable and configurable architecture, firms can adapt the platform to meet the needs of RIAs, broker-dealers, and enterprises alike. Envestnet’s ecosystem integrates with its core brands—Tamarac, MoneyGuide, and PMC—and hundreds of external partners, creating a truly open and interoperable technology environment. Advisors gain the ability to deliver holistic, goals-based advice while maintaining operational efficiency and regulatory oversight. Recognized at the 2024 WealthManagement.com Industry Awards as the best unified, all-in-one system, the platform exemplifies leadership in digital wealth innovation. From financial data aggregation to real-time client engagement tools, it serves as the command center for forward-thinking advisors. The Envestnet Wealth Management Platform transforms how financial professionals connect strategy, technology, and insight—turning complexity into clarity and potential into growth.

Media

Media

Integrations Supported

CircleBlack
Google Sheets
Microsoft Excel
MoneyGuide

Integrations Supported

CircleBlack
Google Sheets
Microsoft Excel
MoneyGuide

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HighPeak

Date Founded

2023

Company Location

United States

Company Website

www.highpeak.ai/

Company Facts

Organization Name

Envestnet

Date Founded

1999

Company Location

United States

Company Website

www.envestnet.com/wealth-management/software

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company