This is a powerful, flexible modeling system that can be used for segmented or modular planning, as well as comprehensive planning in special situations. Its modular design allows you to produce detailed, quantitatively rigorous illustrations (for on-the-margin planning) without a significant amount of data entry. Its sensitivity analyses let you see quickly the impact of key assumptions on the hypothetical outcomes of adopting certain planning techniques.

Highest & Best Use

WealthTec WEALTHMASTER is best utilized for modeling individual planning techniques and scenarios for high-net worth and ultrahigh-net worth individuals. By enabling you to focus closely on specific planning techniques this system can significantly improve your understanding of the economics of estate and charitable planning.
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