Welcome to
WealthTec!
A Firm Committed to
Serving Professional Wealth Planning Advisors
WealthTec is a firm specializing in advanced financial and estate planning software
for the experienced professional serving high-net worth and
ultrahigh-net worth clients. Founder and
President, Howard Eisenberg, is a highly credentialed, former
financial 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 financial and
estate planning software
into the service delivery process. The result of his unique
vision is WealthTec® Suite, the
most sophisticated package of financial planning, estate 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 communities, you know how important
it is to have powerful tools at your fingertips.
WealthTec Suite incorporates power, precision, style and
clarity into a robust package can keep you on the cutting edge—where you
belong. Your clients needs answers. They need direction.
WealthTec Suite can help you satisfy those needs.
Advanced Planning Capabilities
By adding
WealthTec Suite to your arsenal, you'll be able to
impress your clients and colleagues alike with a variety of in-depth illustrations,
including those that focus
on the following planning areas, techniques and scenarios:
- Asset allocation
- Integrated cash
flows
- Income tax planning
- Qualified plan
lump-sum distributions
- Roth IRA conversions
- Planned charitable
giving
- Estate freezes
involving split-interest trusts
- Life insurance
planning
- Comprehensive estate
planning
Full Featured 45-Day Free Trial
We invite you to
test drive our unparalleled wealth
planning suite for the next six weeks 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.
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