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WealthTec®
Technology Solutions for Financial & Estate Planning
WealthTec Suite Downloads
Advanced Planning Tools Just a Mouse-Click Away

Thank you for being a loyal WealthTec client. Below is a link to and pertinent information about the setup files included in the current WealthTec Suite lineup. By downloading and installing the setup files maintained on this website, you agree to be bound by the terms of the applicable licensing agreement.

IMPORTANT: WealthTec Suite requires Office 97-2003 to be installed. It is not compatible with Office 2007.
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AFFLUENCE
Setup: Affluence
Version: 6.6
Size: 7.92 MB
Updated: 4-Jun-08
FOUNDATIONS
Setup: Foundations
Version: 6.5.1
Size: 10.1 MB
Updated: 4-Jun-08
SYNERGY
Setup: Synergy
Version: 3.4.1
Size: 4.23 MB
Updated: 26-May-08
EzEP
Setup: EzEP
Version: 1.3
Size: 4.63 MB
Updated: 26-May-08
WEALTHMASTER
Setup: WealthMaster
Version: 10.3.2
Size: 25.8 MB
Updated: 4-Jun-08
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WealthTec Suite Demos

Thank you for your interest in WealthTec. We invite you to test drive WealthTec Suite free of charge for purposes of assisting you in your purchasing decision.

Demo & Standard Versions Are Identical

The demo and standard editions of each system are the same. Therefore, we encourage you to use the demos to create and present client planning scenarios so you can truly appreciate the power of these systems. Sample data files and user manuals are installed with each application.

Pop-Up Reminder Upon Launch

Each time you launch an application during your trial period, the Help/About dialog box appears to remind you when your trial period expires. Clicking Ok allows you to get started.

WealthTec Suite Subscriptions

After working with the demos, we invite you to become a WealthTec Suite subscriber. To do so, please submit the attached order form or contact WealthTec. The cost of a WealthTec Suite subscription is $1,295 for a single user.

Demo Serial Number Request
 
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NOTE: An e-mail from howard@wealthtec.com entitled, WealthTec Suite Demos, is forthcoming. The message contains the demo serial number along with other pertinent information.

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