The WealthTec® Suite tools supporting these market segments include sophisticated comprehensive models that integrate the highest level of financial, tax and estate planning.

Sample Reports

• Pinnacle - portfolio analysis and asset allocation planning

• Cash Flow & Estate Planner - strategic planning for closely held business owner

• Executive Summary Planner - strategic planning case comparison

• EstatePro - integrated cash flows and advanced estate planning for closely held business owner

• DesignPro - side-by-side scenario comparisons

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