Advanced deterministic and Monte Carlo analysis, multi-year cash flow, retirement modeling, estate planning, strategic business planning, and report customization.
More about WealthTec (a division of Peregrine Solutions)
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.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
Product marketing and documentation highlight 'multi-year cash flow' and scenario-based analysis, supporting comprehensive cash flow modeling. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
WealthTec Suite includes goal-based planning modules and targets retirement, education, and other major goals. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Product offers extensive what-if scenario and strategic business planning, as evident from its deterministic and probabilistic modeling features. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Prominently supports tax analysis tools and multi-year modeling for tax strategies. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
Estate planning capabilities are proactively marketed, including trust and legacy planning modules. | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement modeling and distribution analysis specifically called out in the software’s core functionality. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Includes asset allocation modules with recommendations based on client risk and goals. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
No information available | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
No information available | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Standard in comprehensive planning platforms; also referenced in documentation as balance sheet reporting available. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
Multiple plan versions can be saved and compared per year or scenario. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulation is a marketed feature for stochastic retirement and goal planning. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
No information available |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
No information available | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
No information available | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
No information available | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
No information available | |
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APIs Availability Availability of robust APIs for custom data integrations. |
No information available | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
No information available | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
No information available | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Product offers customized reporting with data export, per official documentation. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
No information available | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
No information available |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Custom report generation is marketed as a core product differentiator. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Product offers a variety of pre-built templates for financial, retirement, and estate analysis reports. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Charts and visually oriented analysis provided in the suite reports and dashboards. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
No information available | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Comparative analysis of multiple years, scenarios and plan versions is highlighted on product website. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
No information available | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports exportable to PDF, Word, Excel explicitly mentioned in product details. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
No information available | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
User experience is described as user-friendly, supporting complex planning through intuitive screens. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
No information available | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
No information available | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
Platform includes a secure, browser-based client portal according to marketing and FAQ. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
No information available | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
No information available |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
No information available | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
No information available | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
No information available | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
No information available | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
No information available | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
No information available | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
No information available | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
No information available | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
No information available | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
No information available | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
No information available | |
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Email Integration Connects with major email platforms for enhanced communication. |
No information available | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
No information available |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Platform allows dashboard customization for both firm and clients, as documented. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Interactive goal management and tracking is key to WealthTec Suite’s offering. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
No information available | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
No information available | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
No information available | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
No information available |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
Business succession and liquidity planning explicitly marketed; business owner planning is a platform differentiator. | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
Complex trust, GRAT, ILIT, and estate modeling referenced in both website and user documentation. | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
Complex insurance and annuity product modeling is a specifically referenced component. | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
Support for equity/stock option compensation modeling provided as advanced planning feature. | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
Supports US and international planning; can model multi-jurisdictional clients according to advanced features listed on the website. | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
Complex tax strategies (e.g., AMT, NII) specifically called out as a planning and simulation feature. | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
No information available | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
No information available | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
No information available | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
No information available | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
No information available | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
No information available |
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