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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. Just a reminder that you can follow current-year highlights of WealthTec Suite developments any time by visiting this page.
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Microsoft Office® 97-2003 Setups Microsoft Office 2007 SP2 Setups
WealthTec Suite WealthTec Suite NV
Setup: WealthTec Suite
Version: 2010.36
Size: 36.6 MB
Updated: 23-Jul-10
Setup: WealthTec Suite NV
Version: 2010.36
Size: 53.1 MB
Updated: 23-Jul-10
NOTE: Please review the system requirements before installing and operating the program. Also, please click here for an explanation of May 2010 changes to the WealthTec Suite setup.
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WealthTec Suite Demo

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 this system are the same. Therefore, we encourage you to use the demo to create and present client planning scenarios so you can truly appreciate the power of this system. A sample data file, user manual and Quick Start Guide are installed with the application.

Pop-Up Reminder Upon Launch

Each time you launch the program 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 demo, 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 $1,395 for a single user.

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

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