WealthTec has adopted a standard color mapping structure. The colors are derived from Excel®'s color palette. Change the palette and you've changed the look of the software. It's that simple. By changing the color scheme of graphs, flowcharts, summaries and cash flow schedules you'll be able to generate reports that conform more closely to your firm's standard deliverables.

The real challenge in implementing this feature on your own is less a technical endeavor than a matter of style. Just keep in mind that customizing the color scheme is an all-or-nothing proposition: You can't just change, say, a single object in a flowchart. Instead, your new color palette is applied throughout each module (i.e., everything with color is affected).

Structural Color Map

The attached color grid serves as a formatting roadmap for the WealthTec Suite modeling systems. You'll probably want to print that out so you can refer to it as you create your own color palettes. The easiest way of mapping the various blocks below to actual objects in these systems is to refer to this grid as you review the systems' input and output screens.

Integrating Your Custom Color Palette

Open a new, blank Excel file to develop the custom color palette. Go to Tools/Options/Color in Excel, modify the appropriate blocks in Excel's standard palette and save the file as Colors.xls. Then insert the Colors.xls file into each system's main folder: Program Files\WealthTec\<App Name>.

Follow the same steps for another file associated with AFFLUENCE's AllocationPro (ColorsAP.xls), a file associated with FOUNDATIONS's DesignPro (ColorsDP.xls) and one associated with WEALTHMASTER's Financial Profile (ColorsFP.xls). These files should also be inserted into each system's main folder. Once the custom color files are in their proper places, launch each application and review your work. You'll notice that each system automatically substitutes your color scheme for WealthTec's. That's it.

NOTE: To modify your own scheme, just change the color palettes in your Colors.xls, ColorsAP.xls, ColorsDP.xls and ColorsFP.xls files to your heart's content and reinsert them into each system's main folder, overwriting the existing files. You'll notice how the color scheme gets updated automatically the next time you launch the software.

Here is an example of how WealthTec's color customization feature can be applied. Click on one of the graphics below to view its full-size version, and then click the Back button of your browser to return to this screen.

Other Customization Features

In addition to customizing the WealthTec Suite color palettes, you can also add your own custom text headers and footers (left, middle and right) that appear on each page of system-generated output. You can also have your firm's logo applied to the top of each report cover page and report section divider.

Finally, you can export all of your system-generated output to Excel before printing. Exporting your illustrations to Excel offers a range of customization possibilities by allowing you to change fonts and labels, add text, and even add supplemental calculations to your deliverables. You can also Copy/Paste or Copy/Paste Special/Link exported tables, graphs and charts from the export file to Word® documents and PowerPoint® presentations.

Details of these and other features can be found in each application's comprehensive Help system or user manual.

NOTE: Remember that you can engage WealthTec to do the customization work described on this page for an annual fee.