Thank you for your interest in becoming a WealthTec® Suite subscriber. Since its initial release in January 2000, WealthTec Suite has undergone continuous evolution, making it the leading advanced planning and presentation system available to professional wealth advisors who serve high-net worth clients. Technical and functional enhancements are a way of life here, and WealthTec's ongoing commitment to this application and you will continue to enhance your practice like nothing before.
Email howard@wealthtec.com
Call (443) 535-8675
Fax (443) 535-8676
WealthTec LLC
Attn: Howard L. Eisenberg
5919 Perfect Calm Court
Clarksville, MD 21029
Please complete the information requested on the attached order form so we can process your order and get you started on using WealthTec Suite right away. You can transmit the completed form or the requested information by:
After processing your order, WealthTec will send you the current download information. You will then be entitled to use the software in accordance with the applicable licensing agreement for an initial period of 12 months from the date of purchase. You will also be entitled to enhancements and other updates made generally available to the WealthTec Suite user base during that same period, along with product support via email or phone. Lastly, at the start of each subsequent 12-month period you will be offered the opportunity to renew your license for another year.
WealthTec Suite is licensed on an annual subscription basis as follows:
Single User
$1,395
Two Users
$2,475
Three Users
$3,495
Four Users
$4,395
Five or More Users
$1,000 per
NOTE: All WealthTec Suite tools and presentations are included in the standard edition. Product updates, upgrades and support are available only to current
WealthTec Suite licensees.
Howard L. Eisenberg, CPA/PFS, CFP®, CLU, ChFC
President
Tel: (443) 535-8675
Fax: (443) 535-8676
Email: howard@wealthtec.com
Follow Us
WealthTec®
Copyright © 2012 WealthTec LLC.
All Rights Reserved.