at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
WealthTec (a division of Peregrine Solutions)
WealthTec develops sophisticated financial planning and tax modeling software tools catered to wealth management and financial advisory professionals.
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.