Welcome to WealthTec!
A Firm Committed to Serving Professional Wealth Planning Advisors

WealthTec is a firm specializing in the development of high-end financial and estate planning software applications for the experienced professional. Founder and President, Howard Eisenberg, is a highly credentialed, former financial and estate planning practitioner. Prior to founding WealthTec he successfully served business owners, corporate executives and other wealthy individuals and families for many years, helping them plan for a more secure financial future.

As a practitioner, Howard learned a great deal about incorporating analytical and presentation software into the service delivery process. The result of his unique planning software vision is WealthTec® Suite, the most sophisticated all-in-one package of planning and presentation tools available.

WealthTec Suite was created by someone like you, an experienced advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between the subject matter expert and the software developer. As a WealthTec Suite subscriber you can expect to have a great deal more modeling and presentation capabilities than you have ever had.

WealthTec proudly serves some of the most prestigious financial, accounting and legal services firms in the U.S. Our list of clients include multinational, national and regional banks, Wall Street firms, national and regional public accounting firms, financial planning boutiques and law firms large and small.

As a member of the elite financial and estate planning community, you know how important it is to have powerful advanced planning tools at your fingertips. WealthTec Suite incorporates power, precision, style and clarity into a robust package that offers you unprecedented modeling and presentation capabilities that can keep you on the cutting edge…where you belong.

WealthTec Invitation

Our software recently underwent a transformation. Now, all of these advanced planning and presentation tools are maintained in a single, robust system, making it easier for you to leverage its considerable power at the annual subscription rate of $1,395.

We invite you to test drive our unparalleled wealth planning suite for 45 days free of charge. Use it to prepare for important, upcoming meetings with valued clients and attractive prospects. We're certain that once you've put WealthTec Suite to the test you'll be convinced that nothing you have seen before compares.