PCX-Wealth
Comprehensive wealth management with milestone tracking, retirement planning, and multi-country pension optimization. One platform for your entire financial life.
What you get:
- π°Milestone Engine: Track obligations across jurisdictions, prevent penalties, optimize FX timing
- πRetirement Planning: Multi-country pension optimization with totalization agreements (BR, US, IT)
- πAnalytics & Alerts: AI-generated guidance, risk scoring, and proactive notifications
- πSecure & Private: Bank-level encryption, private by default, your data stays yours
π New: Retirement Planning
Calculate benefits from multiple countries, apply totalization agreements automatically, and get personalized strategies to maximize your lifetime income.
Example: Ricardo's optimization = +$275K lifetime income
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PCX-Wealth
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