External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Retirement income planning solution built around a time-segmented income-for-life model for advisors.
Description
Wealth2k provides retirement income planning solutions including its Income for Life Model, a time-segmentation approach that helps advisors build and present structured retirement income plans to clients.
APIs and Security
Security checks
None
Public APIs
No
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
