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WealthTec®
Technology Solutions for Financial & Estate Planning
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
  • 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
 
Pricing
WealthTec Suite is licensed on an annual subscription basis as follows:
  • Single user $1,295
  • Two users $2,395
  • Three users $3,445
  • Four users $4,295
  • Five or more users $1,000/user

NOTE: Your subscription covers the entire suite, so download, install and use these programs in a manner that best suits your needs.
 

 
Ordering the Software
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.
 

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