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WealthTec®
Technology Solutions for Financial & Estate Planning
Welcome to WealthTec!

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 former Big Four Senior Manager who has distilled his many years as a practitioner and software developer into WealthTec Suite, the most sophisticated all-in-one package of planning and presentation tools currently available on the market. What’s unique about WealthTec Suite is that it was created by someone like you, a planning practitioner who serves an upscale, demanding clientele. Thus, nothing was 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 financial and estate modeling and presentation capabilities than you have ever had before.

WealthTec Suite is updated on a consistent basis with new planning modules, presentations, features and other enhancements. In this regard, WealthTec and its products are unique and on the leading edge of software development for the professional market. Whether you're dealing with new tax law developments or changes in the state of the art of your profession, you can be confident that WealthTec is keeping up with those changes in a timely fashion.

The author of WealthTec Suite has extensive experience in the financial services industry. Prior to developing his current specialty in the planning software arena, he spent many years directly serving business owners, corporate executives and other affluent individuals and families, helping them plan their financial futures while preserving wealth for future generations. In the process, he learned a great deal about incorporating analytical and presentation software into the service delivery process. This is the area WealthTec has chosen to help further the financial and estate planning professions.

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 unique package that offers you unprecedented modeling and presentation capabilities that can keep you on the cutting edge…where you belong.

NOTE: The annual fee for a WealthTec Suite subscription is currently $1,295. Your subscription fee covers licenses for all of the programs below, along with updates and support by e-mail or phone for twelve months. Alternatively, you can purchase these systems independently at a reduced cost.
SYNERGY™ AFFLUENCE™ FOUNDATIONS™ WEALTHMASTER™ COUNSELOR™
Cash Flows & Basic Estate Financial Planning & Basic Estate Advanced Planning Modular Planning Estate Planning Presentations
Use this system for retirement and/or survivor cash flow planning illustrations, along with basis estate analyses.

This system is designed to assist you in servicing not only high-net worth clients but also the mass affluent market.

Synergy is a user-friendly, versatile tool that you can use for producing capital funding gap analyses, as well as for illustrating and analyzing long-term trends in the client's balance sheet, cash flow position and estate profile.

Its takes significantly less data entry than other WealthTec Suite cash flow modeling tools, so it can be used effectively on less complex engagements. It also produces a series of unique sensitivity analyses (i.e., retirement age, portfolio growth rates, inflation, expenses).

 Use this system for asset allocation, comprehensive cash flows, insurance planning and basic estate analysis.

AllocationPro is for establishing asset class and model portfolio assumptions, analyzing current portfolios and defining asset allocation parameters for use in cash flow planning. It produces colorful asset allocation pie charts.

FinancePro generates lifetime cash flow and net worth illustrations for retirement planning purposes. Its integrated cash flow planning functionality includes what-if modeling capabilities for premature death, disability and long-term care planning purposes. It also produces basic current and projected estate illustrations.

AssessPro compares comprehensive cases side by side, producing a series of summary schedules and charts.

 Use this system for comprehensive cash flows and estate planning.

EstatePro generates lifetime cash flow and net worth illustrations for retirement and estate planning purposes. Its integrated estate planning functionality includes everything from specific bequests, A/B trusts, ILITs and GST planning to all of the commonly used advanced planning techniques (e.g., GRATs, QPRTs, CRTs, CLTs, installment sales to IDGTs), which are all illustrated via flowcharts.

DesignPro compares comprehensive planning cases side by side and produces a series of graphs and additional flowcharts.

NOTE: COUNSELOR is included at no extra charge.

 Use this system for modular financial and estate planning. It consists of nearly 60 modules, most of which are devoted to a single issue, planning structure or technique. It also includes a comprehensive Cash Flow & Estate Planner best utilized in special situations (e.g., lump-sum qualified plan distributions with NUA).

Its modular design allows you to produce detailed, quantitatively rigorous illustrations without a significant amount of client-specific data. Its sensitivity analyses let you see quickly the impact of key assumptions on the hypothetical outcomes of adopting certain planning techniques.

NOTE: COUNSELOR is included at no extra charge. Its presentations can upload live data from linked WEALTHMASTER modules.

Use this system for face-to-face client meetings where estate planning matters are discussed.

It consists of a series of client-friendly presentations covering estate planning, charitable planning and retirement plan distribution topics. Most presentations review individual planning techniques, while two of them are more comprehensive. The technique-specific presentations are structured similarly, so that they each have a familiar flow (i.e., overview, requirements, tax treatment, advantages, suitability, etc.).

Each presentation can upload live data dynamically from the corresponding linked WEALTHMASTER planning tool. This converts the otherwise static planning examples (including graphs) to dynamic illustrations. The presentations can also be printed.

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