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
• Windows® 95 or later operating systems
• Microsoft Excel® and PowerPoint® 97 or later
• 2GB RAM and a fast processor

Unique Requirements for Microsoft Vista and Windows 7

You must have administrator rights in order to install and operate WealthTec Suite with Microsoft Vista® or Windows® 7. To run the suite in these environments right-click the program icon (on your Desktop or via the Start\Programs\WealthTec menu) and select Run as Administrator. This will enable you to properly launch and operate the software without generating errors that are specific to the Vista operating system.

NOTE: You can set WealthTec Suite to always run as administrator by following these steps:

• Right-click the program icon and click Properties.

• On the Properties sheet, click the Compatibility tab.

• Under Privilege Level, select the Run this program as an administrator check box, and then click OK.

If you have any questions or problems regarding these requirements, please consult your IT department.