WealthTec Suite is designed for the experienced professional with considerable subject matter expertise in a variety of financial, tax and estate planning areas. Each component of the suite focuses on one or more aspects of wealth management for the mass affluent, high-net worth and ultrahigh-net worth individuals. If you have any questions about how WealthTec Suite can assist you in your wealth advisory practice, please do not hesitate to contact WealthTec.

System Requirements

Before attempting to install and operate this software, please review the following minimum system requirements to ensure that your hardware and software configurations are compatible with WealthTec Suite and robust enough to provide satisfactory performance:

• Installation on the local hard drive (not on a network)
• Windows® 95-XP operating systems
• Microsoft Office® 97-2003
• 1GB RAM and a fast processor

NOTE: The Excel®-based modeling systems function like standalone Windows programs. Therefore, spreadsheet proficiency is not required. It is, however, helpful in the event you take advantage of the report exporting functionality.