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Wealthtech Advisor Dashboard
from Tegra118 (now Wealthtech)
A comprehensive wealth management solution with advisor dashboards offering portfolio management, trading, model management, proposal generation, and client reporting. The platform provides household-level views, tax-aware investing tools, risk analytics, and CRM integration for wealth advisors in brokerage environments.
Category:
Secure Mobile Devices
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
Wealthtech Advisor Dashboard
Category:
Document Management Systems
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
Wealthtech Advisor Dashboard
Category:
Financial Planning Software
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.
Wealthtech Advisor Dashboard
Publicly available data, summarised using AI.
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