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Fintech Integration Marketplace / Wealth Management / Retirement Planning

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Wealth2k

Wealth2k helps broker-dealers, banks and registered investment advisors capture retirement assets in the $20 trillion Boomer retirement market.

Website

https://www.wealth2k.com/

Contacts

support@wealth2k.com

https://www.linkedin.com/company/wealth2k/about/

Wealth2k

Hybrid Time-Segmentation

Dynamic Bucketing

“Flooring” with Flexible Start Dates

External Income Sources

Flexible Inflation, ROR Assumptions

Target Income by Segment

Target Ending Balance

Wealth2k

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Wealth2k

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