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WealthTec®
Technology Solutions for Financial & Estate Planning

About WealthTec Suite
Planning Tools & Presentations for Professional Wealth 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 strategic and tactical 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's planning tools support the following areas, scenarios and techniques:

Financial Planning
  • Asset allocation
  • Integrated cash flows
  • Employer stock & stock options
  • Lump-sum distributions of employer stock with NUA
  • Roth IRA conversions
  • RMDs from qualified plans & IRAs
  • Deferred compensation
  • In depth income tax calculations
  • Monte Carlo simulations
Estate Planning
  • Integrated estate planning
  • Outright gifts & ILITs
  • Charitable lead trusts
  • Charitable remainder trusts
  • Estate freeze planning techniques
  • Estate and gift tax valuation discounts
  • Generation-skipping transfer planning
  • Income in respect of a decedent
  • Comprehensive and focused planning flowcharts

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.

Sample Reports

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