WealthTec Suite
from WealthTec (a division of Peregrine Solutions)
Comprehensive financial planning software offering Monte Carlo analysis, retirement modeling, estate planning, multi-year tax projection, and strategic business planning with customizable reporting.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
WealthTec Suite
Category:
Retirement Planning Systems
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
WealthTec Suite
Category:
Estate Planning Tools
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
WealthTec Suite
Category:
Tax Planning Software
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
WealthTec Suite
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