By adding WealthTec Suite and/or WealthTec PlanXPRT to your arsenal you'll be better positioned to serve your most valued clients at the highest level. As a user of WealthTec products and services, you can expect to receive timely and personalized case-building and tech support from an experienced pro.
For more than 20 years WealthTec has specialized in providing leading edge financial, tax and estate planning software solutions to professionals serving the ultrawealthy. Founding president, Howard L. Eisenberg, CPA/PFS, CFP, CIMA, CPWA, RMA, CTFA, CLU, ChFC, is a former financial and estate planning practitioner who has driven WealthTec to become a leader in the advanced financial and estate planning software industry.
For more than 20 years WealthTec has specialized in providing leading edge financial, tax and estate planning software solutions to professionals serving the ultrawealthy. Founding president, Howard L. Eisenberg, CPA/PFS, CFP, CIMA, CPWA, RMA, CTFA, CLU, ChFC, is a former financial and estate planning practitioner who has driven WealthTec to become a leader in the advanced financial and estate planning software industry.
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Founder and president, Howard L. Eisenberg, CPA/PFS, CFP, CIMA, CPWA, RMA, CTFA, CLU, ChFC, is the creative force behind WealthTec, which he founded more than 20 years ago. As WealthTec clients can attest, Howard's expertise and dedication to the art and science of financial, tax and estate planning sets him apart in the FinTech space.
WealthTec Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients and families. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.
Professional advisors who serve primarily or exclusively high-net worth and ultrahigh-net worth clients will find WealthTec Suite to be the ideal planning solution. Such advisors need tools that can tackle the most complex planning situations. For many advisors, however, the need for high-end planning support may be limited to a select group of wealthy clients.
Thank you for your interest in WealthTec Suite. Since its initial release nearly 20 years ago, WealthTec Suite has undergone continuous evolution, making it the leading advanced planning and presentation system available to professional wealth advisors who serve ultrawealthy clients.
Technical and functional enhancements are a way of life here, and WealthTec's ongoing commitment to this application and you will continue to enhance your practice like nothing before.After processing your order, WealthTec will send you the current download information. You will then be entitled to use the software in accordance with the applicable licensing agreement for an initial period of 12 months from the date of purchase.
Technical and functional enhancements are a way of life here, and WealthTec's ongoing commitment to this application and you will continue to enhance your practice like nothing before.After processing your order, WealthTec will send you the current download information. You will then be entitled to use the software in accordance with the applicable licensing agreement for an initial period of 12 months from the date of purchase.
The sample reports were created by WealthTec using the program's flexible exporting feature. By exporting your final reports to Excel you have the ability to customize the program's output before creating PDF files for your client deliverables. Alternatively, you can export the program's output directly to PDF files.
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