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WealthTec Suite from WealthTec (a division of Peregrine Solutions)

Sophisticated retirement income distribution modeling, multi-year tax projection, estate planning modules, Monte Carlo simulations, and customizable client reports.

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More about WealthTec (a division of Peregrine Solutions)

Product analysis by function

Retirement Planning Systems for Financial Planning

Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
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Client Data Management
(7 Yes /7 Known /10 Possible features)

Retirement Scenario Modeling
(6 Yes /6 Known /10 Possible features)

Savings and Contribution Planning
(0 Yes /0 Known /10 Possible features)

Retirement Income Planning
(8 Yes /8 Known /10 Possible features)

Social Security Optimization
(3 Yes /3 Known /10 Possible features)

Tax Planning and Analysis
(6 Yes /7 Known /10 Possible features)

Integration and Data Connectivity
(1 Yes /3 Known /10 Possible features)

Reporting and Presentation
(0 Yes /3 Known /10 Possible features)

User and Advisor Experience
(3 Yes /3 Known /10 Possible features)

Compliance and Security
(1 Yes /2 Known /10 Possible features)

Product Support and Updates
(3 Yes /4 Known /10 Possible features)

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Comprehensive Profile Storage Ability to capture and store detailed personal, family, and demographic data for each client.		WealthTec Suite captures and stores detailed client profiles as part of advanced planning modules. This is standard in high-end planning systems.
Document Management Upload and link client documents for reference and compliance (e.g., tax returns, Social Security statements).		Document upload and management referenced in product descriptions for compliance and planning documentation.
Customizable Data Fields Option to configure and add new fields as needed by the advisor.		System supports customizable fields to support advisor/client variations (confirmed by demo videos and product statement on configurability).
Data Import Capabilities Support for bulk or API-driven import of client data from CRMs or custodians.		WealthTec Suite enables data import from major custodians and CRMs via integration features described on site.
Multi-Client/Household Support Ability to manage planning for couples or extended households.		Multi-client/household scenarios are a key component of WealthTec Suite’s advanced planning engine.
Access Controls Granular user permission management for client confidentiality.		Granular access controls available for advisors and support staff as part of compliance and confidentiality.
Audit Trails Track and log changes to client data for compliance.		No information available
Data Encryption Secure encryption for data at rest and in transit.		Bank-grade encryption for data in transit and at rest is listed as a compliance feature.
Data Backup Frequency How often the client data is backed up.		No information available
Multi-Device Accessibility Access client data from web, tablet, or mobile devices.		No information available

Goal-Based Planning Set and track retirement lifestyle goals.		No information available
Monte Carlo Analysis Probability-based simulations for potential retirement outcomes.		Monte Carlo simulations are a major advertised feature for scenario modeling.
Multiple Scenario Comparison Contrast different saving, spending, and retirement age combinations.		Users may compare multiple scenarios (e.g., filing ages, withdrawal strategies); WealthTec’s reporting module is cited as supporting side-by-side comparisons.
Sensitivity Analysis Test plan sensitivity to variables such as inflation or market returns.		Sensitivity (what-if) analysis is an explicit feature for changing model inputs like inflation/return.
What-If Calculators Interactive tools for instant scenario changes (e.g., early retirement).		Interactive calculators are available for scenario analysis.
Retirement Age Flexibility Ability to set and model single or phased retirement ages.		WealthTec allows phased retirement and models flexible retirement timelines.
Deferred and Partial Retirement Support Model phased retirements, encore careers, and bridge jobs.		No information available
Tax Rate Assumption Flexibility Customizable current and future tax rates assumptions.		No information available
Outcome Probability Reporting Reporting on the probability of plan success based on simulation.		Outcome (success probability) reporting based on Monte Carlo simulation is part of generated client reports.
Scenario Save and Archive Save and revisit previous scenario analyses.		No information available

Savings Gap Analysis Calculate shortfall between projected assets and retirement income needs.		No information available
Optimal Savings Rate Calculator Automatically compute required savings rates to hit client goals.		No information available
Contribution Scheduling Model custom schedules for 401(k), IRA, HSA, or other retirement account contributions.		No information available
Employer Match Modeling Calculate matching contributions and impacts on plan health.		No information available
Catch-Up Contributions Handling Support for modeling age-based increased contribution limits.		No information available
Multi-Account Projections Project outcomes using multiple account types and sources.		No information available
Automatic Inflation Adjustments Apply inflation assumptions to future savings estimates.		No information available
Custom Retirement Accounts Add and configure non-standard or custom account types.		No information available
External Account Integration Ingest current balances and transactions from custodians or aggregators.		No information available
Contribution Limit Warnings Automatic alerts if projected contributions exceed legal annual limits.		No information available

Income Source Modeling Project income from pensions, annuities, Social Security, rental income, and other sources.		Product site and literature reference income source modeling for pensions, SS, annuities, and other retirement income.
Withdrawal Strategy Simulation Model various withdrawal strategies (e.g., 4% rule, bucket, dynamic withdrawals).		Withdrawal strategy modeling (4% rule, buckets, dynamic withdrawals) is explicitly listed as a supported feature.
Required Minimum Distribution (RMD) Calculation Automate RMD forecasts for tax-deferred accounts.		RMD calculations and their integration into income projections are listed as features.
Tax-Efficient Drawdown Sequencing Model optimal order of account drawdowns to minimize taxes.		Tax-efficient drawdown sequencing is described as a core function of WealthTec's income modeling.
Longevity Modeling Account for client-specific longevity projections and risks.		Longevity planning and adjusting for client-specific assumptions are promoted on the product page.
Expense Tracking and Projections Forecast and categorize retirement living expenses.		Expense tracking/projection is available for modeling living and retirement expenses.
Spending Shock Events Model possible one-time expenses (e.g., healthcare events, home purchase).		No information available
Income Gap Analysis Identify and quantify the gap between guaranteed and required income.		Income gap analysis is a promotional feature for the suite (identifies shortfalls between retirement income needs/goals and guaranteed income).
Multi-Year Cash Flow Reporting Report cash flows year-by-year over the retirement period.		Multi-year cash flow analysis is a stated function within the reporting solution.
Custom Inflation Assumptions Allow separate inflation rates for different expense categories.		No information available

Benefit Projection Integrate actual or estimated Social Security earnings and estimate benefit by claim age.		WealthTec Suite can integrate Social Security data and estimate benefits based on projection and input of earnings records.
Filing Strategies Support analysis of claiming strategies (early, FRA, delayed, spousal, survivor).		Filing strategies (spousal, survivor benefits, etc.) analysis is referenced in Social Security optimization materials.
Taxation of Benefits Account for federal and state taxation of Social Security income.		Federal and state taxation of Social Security benefits is handled by WealthTec’s multi-year tax forecasting.
Break-Even Analysis Calculate break-even ages for filing at different times.		No information available
Restricted Application Modeling Analyze effect of restricted application for eligible clients.		No information available
Earnings Test Simulation Model impacts of working and income on benefits before FRA.		No information available
Survivor & Divorcee Benefits Handle special cases for survivors and ex-spouses.		No information available
Integration with Retirement Cash Flows Automatically include Social Security benefits in overall income plan.		No information available
Annual Statement Import Import official Social Security statement data (e.g., .xml or PDF parsing).		No information available
Benefit Start Age Flexibility Allow input of custom benefit start ages for client & spouse.		No information available

Tax Bracket Visualization Show projected tax brackets per year in retirement.		No information available
Marginal Effective Tax Rate Calculation Display impact of withdrawals or conversions on total tax liability.		Marginal tax calculations are cited as outputs of the tax module.
Roth Conversion Analysis Simulate Roth conversions and quantify long-term effects.		Roth conversion analysis and tax impact are standard; mentioned in WealthTec’s tax analysis suite.
Capital Gains Realization Modeling Include planning for taxable investments and capital gains events.		Capital gains realized in various planning scenarios are part of wealth and estate modeling for taxable accounts.
State-Specific Tax Rules Customize tax projections to client’s state of residence.		Not as far as we are aware.* State-specific tax customization is not clearly referenced; WealthTec focuses on federal and multi-year projections, but documentation is unclear.
Medicare IRMAA Simulation Estimate Medicare premium surcharges due to income spikes.		No information available
Deductions and Credits Support for common deductions/credits affecting retirees (age 65+, medical deduction, etc.).		Support for retiree-specific deductions and credits is referenced (e.g., age-based, medical deductions).
Estate and Inheritance Tax Calculation Model potential estate/inheritance taxes and gifting strategies.		WealthTec includes estate and inheritance tax calculation tools as part of its estate planning modules.
Year-End Tax Summaries Generate annual tax summary reports for clients.		Annual client tax summary reports are a citeable output format.
Tax Law Update Frequency How often the system updates modeling for new tax laws.		No information available

API Access Available developer APIs for programmatic data import/export.		Not as far as we are aware.* No public information on programmatic API access for external systems.
Account Aggregation Support Automatic syncing of external bank, investment, and retirement accounts.		Not as far as we are aware.* Although WealthTec Suite offers data import/export, full account aggregation (live external links) not documented on public website.
Custodian/CRM Integration Integrate with major custodians and CRM platforms.		No information available
Real-Time Data Feeds Support for live prices and position updates.		No information available
File Import/Export Options Support for CSV, Excel, Open Financial Exchange (OFX), and PDF files.		File format import/export documented: supports Excel, PDF, CSV.
Two-Factor Authentication Support Secure login and integrations to protect data flows.		No information available
Single Sign-On (SSO) Seamless login across platforms with corporate SSO.		No information available
Integration with Planning Tools Connect to proposal, risk profiling, or document signing tools.		No information available
Update/Sync Frequency How often external data updates (e.g., balances, transactions).		No information available
Open Banking Standards Compliance Adherence to Open Banking API/data standards for interoperability.		No information available

Custom Report Builder Create branded, advisor-specific report templates.		No information available
Scenario Comparisons Visualize and explain different retirement strategies side by side.		No information available
Export Formats Export reports in PDF, web, and Excel formats.		No information available
White-Labeling Offer branding options for advisory firms.		No information available
Presentation Mode Advisor-friendly client presentation and guided walkthrough tools.		No information available
Client Portal Access Enable clients to securely review reports and scenarios on demand.		Not as far as we are aware.* No mention of a client portal for self-serve report access; all reports are typically advisor delivered.
Interactive Dashboards Live dashboards for ongoing engagement and feedback.		Not as far as we are aware.* Interactive dashboards not referenced, reports are generated and static.
Language Localization Reports and interface available in multiple languages.		No information available
Accessibility Compliance Reports meet standards for ADA and screen-reader usability.		Not as far as we are aware.* Accessibility (ADA/screen reader) not mentioned on product documentation.
Automated Distribution Scheduling Auto-send reports to clients or advisors at set intervals.		No information available

Step-by-Step Guided Workflows Templates and wizards for guiding advisors through plan creation.		No information available
In-App Help and Tutorials Context-sensitive help, guides, and support documentation.		Rich documentation and in-app help are described as user support resources.
Bulk Plan Creation/Update Ability to update assumptions/scenarios for multiple clients at once.		No information available
Customizable Defaults Set firm- or advisor-specific default planning assumptions.		Customizable defaults can be configured for planning assumptions and reports.
Keyboard Accessibility Efficient navigation and data entry for power users.		No information available
Work Queue/Dashboard Prioritize and assign tasks for client management.		No information available
Advisor Collaboration Features Support for team notes, comments, and shared client planning.		Collaborative features noted in team workflows and scenario sharing between advisors.
Mobile App Availability Native or responsive mobile app for planning on the go.		No information available
Performance Speed Average time to run/report a complex scenario.		No information available
Customizable Task Alerts Notifications and reminders for plan reviews, contribution deadlines, or RMDs.		No information available

FINRA/SEC Compliance Tools Configurable disclosures, audit trails, and documentation built for U.S. regulation.		Audit trails and compliance tools are part of WealthTec’s advisor toolkit for regulatory documentation.
GDPR/Global Data Compliance Adapts to international data privacy regulations.		No information available
Multi-Factor Authentication (MFA) Requires MFA for access by advisors and clients.		Not as far as we are aware.* No explicit mention of multi-factor authentication for user/advisor login.
Penetration Testing Frequency Frequency of system security audits and penetration testing.		No information available
User Role and Permission Granularity Define fine-grained roles for access to sensitive data.		No information available
Data Encryption Level Encryption standard used for all client data.		No information available
Audit Logging Comprehensive logging of all user actions for oversight.		No information available
Automated Compliance Alerts Receive alerts for out-of-policy actions or missing documents.		No information available
Consent Management Track client and user consent for required data uses.		No information available
Secure Document Delivery Send retirement reports and data via encrypted channels only.		No information available

Live Support Availability Access to phone, chat, or email support during business hours.		Product support and customer service (email, phone) during business hours is referenced.
24/7 Emergency Support Round-the-clock support for critical issues.		Not as far as we are aware.* 24/7 emergency support is not mentioned in published information.
Implementation/Onboarding Assistance Vendor-provided hands-on help during onboarding.		WealthTec offers implementation/training as part of onboarding support.
Scheduled Training Sessions Availability of recurring live or recorded product training.		Scheduled training (webinars, live demos) is included in WealthTec customer support offerings.
User Community / Forums User-driven discussion groups and advisor knowledge sharing.		No information available
Knowledge Base Depth Breadth of searchable documentation and FAQs.		No information available
Product Update Frequency How often new features/functionality are released.		No information available
Bug Fix Response Time Average time to fix critical system bugs.		No information available
User Feedback Channels Integrated feedback and suggestion collection.		No information available
Service Level Agreement (SLA) Vendor guarantees for uptime and support response.		No information available

WealthTec Suite from WealthTec (a division of Peregrine Solutions)

Product analysis by function

Retirement Planning Systems for Financial Planning

Client Data Management (7 Yes /7 Known /10 Possible features)

Retirement Scenario Modeling (6 Yes /6 Known /10 Possible features)

Savings and Contribution Planning (0 Yes /0 Known /10 Possible features)

Retirement Income Planning (8 Yes /8 Known /10 Possible features)

Social Security Optimization (3 Yes /3 Known /10 Possible features)

Tax Planning and Analysis (6 Yes /7 Known /10 Possible features)

Integration and Data Connectivity (1 Yes /3 Known /10 Possible features)

Reporting and Presentation (0 Yes /3 Known /10 Possible features)

User and Advisor Experience (3 Yes /3 Known /10 Possible features)

Compliance and Security (1 Yes /2 Known /10 Possible features)

Product Support and Updates (3 Yes /4 Known /10 Possible features)