About WealthTec Suite™
Planning Tools & Presentations for Professional Advisors

WealthTec Suite is a dynamic wealth planning system that can be used effectively in serving everyone from the mass affluent to high-net worth and ultrahigh-net worth clients. It combines focused and comprehensive modeling tools with a series of presentations covering estate planning, planned charitable giving and retirement plan distribution planning. This system is second to none in the high-end segment of the market.

WealthTec Suite consists of the following modules:

• PINNACLE – an asset allocation planning tool that also serves as the suite's global module
• AFFLUENCE – an integrated cash flow planning module that also produces basic current and projected estate analyses
• FOUNDATIONS – an integrated cash flow and comprehensive estate planning module
• SYNERGY – a cash flow modeling tool for retirement and survivor planning, including gap and sensitivity analyses
• EzEP – a streamlined modeling tool for integrated estate planning
• WEALTHMASTER – a series of financial and estate planning tools useful for tactical and strategic planning
• COUNSELOR – a series of comprehensive and focused family wealth planning presentations.

Developed by an experienced advisor for professional advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful, financial and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.

NOTE: With the exception of the PINNACLE module, which is highlighted below, each major component of WealthTec Suite has a page on this site that presents a brief overview of that module, including sample reports and screen shots. Click the links provided at the top and bottom of each page to navigate to those discussions.

PINNACLE

This tool serves as the system's global module, sharing its data with more than 60 WealthTec Suite planners. PINNACLE stores your customized asset class and model portfolio assumptions, which it uses to compute weighted-average portfolio returns and standard deviations. These are essential in helping you establish asset allocation planning parameters that drive the long-term cash flow projections produced by the suite's strategic modeling tools. PINNACLE also stores non-portfolio asset and debt data, along with other global planning assumptions (e.g., valuation discounts, tax rates) that are exported to the planners.

Finally, in addition to serving as WealthTec Suite's global module, PINNACLE also generates its own comprehensive report set, complete with composite and individual portfolio current vs. recommended asset allocation illustrations, as well as a current balance sheet. Thumbnails of several representative screen shots are presented below.