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