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Wealth2k helps broker-dealers, banks and registered investment advisors capture retirement assets in the $20 trillion Boomer retirement market.
Hybrid Time-Segmentation
Dynamic Bucketing
“Flooring” with Flexible Start Dates
External Income Sources
Flexible Inflation, ROR Assumptions
Target Income by Segment
Target Ending Balance
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.