WealthTec Suite Subscriptions & Pricing

WealthTec Suite Subscriptions & Pricing
Benefits and Costs of Software Licensing

Thank you for your interest in becoming a WealthTec® Suite subscriber. Please complete the information requested on the attached order form so we can process your request and get you started on using WealthTec Suite right away. Details regarding subscription benefits, pricing and ordering options are presented below.

WealthTec Suite offers you the ability to create and present financial and estate planning illustrations in a way you haven't seen before, as they undergo continuous evolution over time. Since its first product was released in January 2000, WealthTec has made astounding strides with all components of its suite. New tools, presentations, technical and functional enhancements have been released with great regularity, and WealthTec is committed to continuing this practice. To get a sense of the WealthTec Suite evolution, please visit the developments page.

NOTE: Product updates, upgrades and support are available only to current WealthTec Suite subscribers.
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Subscription Benefits

Pricing

Ordering the Software

Use of the software in accordance with the applicable licensing agreements
Product support via telephone and e-mail from the author of WealthTec Suite
Enhancements and updates distributed during the 12-month subscription period
An opportunity to renew your subscription for updates and product support at the start of each subsequent 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/user

You can also license the WealthTec Roth IRA Planner on a standalone basis for $500/user for multiple users (minimum 10 users or $5,000).

Click here for the subscription order form. Transmit the completed form or the requested information by:

Email howard@wealthtec.com
Call (443) 535-8675
Fax (443) 535-8676
Mail WealthTec LLC
5919 Perfect Calm Ct Clarksville, MD 21029

After order processing WealthTec will send you the download information.