WealthTec (a division of Peregrine Solutions)

WealthTec develops sophisticated financial planning and tax modeling software tools catered to wealth management and financial advisory professionals.

Is this your company?

Email: info@wealthtec.com

Phone: +1 210-732-5532

Web: https://www.wealthtec.com/

products

• WealthTec Suite
  Advanced deterministic and Monte Carlo analysis, multi-year cash flow, retirement modeling, estate planning, strategic business planning, and report customization.
  
• WealthTec Suite
  Sophisticated retirement income distribution modeling, multi-year tax projection, estate planning modules, Monte Carlo simulations, and customizable client reports.
  
• WealthTec Suite
  Estate planning modules for complex estate tax analysis, multi-generational transfer scenarios, charitable planning, advanced trust and split-interest gift modeling, and visual reporting.