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 WealthTec Suite. 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 this system is to refer to this grid as you review the program's 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 WealthTec Suite's main folder (the default path is C:\Program Files\WealthTec\WealthTec Suite.

Follow the same steps for another file associated with PINNACLE (ColorsP.xls) and a file associated with DesignPro (ColorsDP.xls). These files should also be inserted into WealthTec Suite's main folder. Once the custom color files are in their proper place, launch the application and review your work. You'll notice that the 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, ColorsP.xls and ColorsDP.xls files to your heart's content and reinsert them into the main WealthTec Suite folder, overwriting the existing files. You'll notice how the color scheme gets updated automatically the next time you launch the program.

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. Your firm's logo can also be applied to the top of each report cover page and report section divider.

Next, by exporting your reports to Excel before printing, you can expand your customization possibilities further by changing fonts and labels, adding text, and even adding 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. WealthTec Suite's planning presentations can also be customized by editing text and/or changing the design layout in PowerPoint.

NOTE: Details of these and other features can be found in the comprehensive Help system or user manual.