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 site, you agree to be bound by the terms of the applicable licensing agreement. WealthTec releases updates continuously throughout the year, so please visit this page on a regular basis to keep your setups current.
Demo Request
We invite you to evaluate WealthTec Suite free of charge for 45 days for purposes of assisting you in your purchasing decision. To request a serial number, please complete the WealthTec Contact & Demo Serial Number Request form. In return, you will receive an email with WealthTec Suite Demo in the subject line, along with relevant demo information.
NOTE: Please review the system requirements before installing and operating the program.
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.
Howard L. Eisenberg, CPA/PFS, CFP®, CLU, ChFC
President
Tel: (443) 535-8675
Fax: (443) 535-8676
Email: howard@wealthtec.com
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