External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Financial and estate planning software for advisors building comprehensive, high-net-worth client plans.
Description
WealthTec provides financial and estate planning software that helps advisors build comprehensive plans for affluent clients, modeling cash flow, tax, retirement, and wealth transfer strategies in detail.
Integrations
WealthTec has 1 integrations in our directory
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- Blaze Portfolio Level 1
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APIs and Security
Security checks
None
Public APIs
No
